Arlo allows you to create vouchers that your contacts or organisations can redeem on courses. This article how to redeem and manage vouchers on your Arlo platform.
Edit a voucher
- Open the Vouchers menu.
- Open the voucher by clicking on the voucher code.
- Press Edit.
- Make any changes to the voucher that are required.
- Press Save or Save and close.
If an order was created for the voucher, this may need to amended (e.g. if the value of the voucher has changed).
Archive a redeemed voucher
- Open the Vouchers menu.
- Select the Redeemed tab.
- Open the voucher by clicking on the voucher code.
- Press Archive.
- Press Archive voucher.
Cancel a voucher
- Open the Vouchers menu.
- Open the voucher by clicking on the voucher code.
- Press Cancel.
- Press Cancel voucher.
If an order was created for the voucher, this may need to be cancelled or refunded.
Add notes to a voucher
- Open the Vouchers menu.
- Open the voucher by clicking on the voucher code.
- Press Note.
- Enter the note information.
- Press Save Note.
- The note will be displayed on the right-hand side of the voucher information screen.
Process a refund where the payment method is a voucher
For orders not connected to Xero
For orders not connected to Xero you can remove payments from orders. When a voucher payment is removed from an order, the amount is returned to the voucher for use against another order.
For orders connected to Xero
- Edit the voucher's value to add on the amount 'refunded', and add a note to the voucher with your actions.