The following article outlines and answers some frequently asked questions about Arlo's Xero integration.
Payment information is downloaded approximately once an hour from Xero. If you have made changes to payments in Xero and need this to be synchronised immediately to Arlo, you can open the Xero integration settings page and click the Synchronise payments link to trigger the synchronise process on-demand.
You can also open an individual order and click the Sync payments link to download payments for that order.
Yes, during the website checkout process, and for orders that are not yet exported to Xero, such as those you manually create from the management platform.
Payments from other website methods such as email links or the portal will not be allowed once an order is exported and connected to Xero.
If you have credit card payment methods configured for Xero, your customers can still use these facilities to pay their invoices using website links generated from Xero.
The account entered into your Credit card payments field in your Arlo settings should match the account that your credit card settlement payments are made into by your payment gateway (e.g. Stripe). If the account does not match, you will have difficulty reconciling your settlement payments and you may have to cancel payments and re-add them.
Arlo does not specifically prevent you from making changes to invoices in Xero, including those connected to Arlo. However, changes you make will not automatically update to any connected orders in Arlo. If changes are detected to an invoice, the Arlo integration will disconnect the integration for that order and add a warning message to the order page.
The integration only downloads payment information from Xero (including credit allocations). It will not download or replicate any existing invoices or credit notes.
The integration will only track orders and credit notes that were originally created by Arlo.
If you create a new invoice or credit note in Xero related to your courses such as an ad-hoc adjustment invoice or credit note, Arlo will not automatically import a copy of it from Xero.
Whenever possible, you should try to generate any of your course-related financial documents in Arlo so that your course revenue reports in Arlo are consistent with records across your business.
Yes. Once an order is created and exported to Xero, you can apply a credit to it provided that the billing contact on the Xero invoice matches the contact on the existing credit. You will be able to use Xero to allocate the credit note to the Arlo-connected invoice, even if Arlo did not create that credit note.
Outstanding credit will not be automatically applied to orders exported as Xero invoices. You need to manually open these invoices and apply the credit if it is available. Arlo will download the credit allocation in the same way as a payment and you will see this against the Arlo order.
There is a difference between Arlo’s concepts of a cancelled order and a cancelled purchase.
A cancelled purchase can be represented by marking individual registrations on an order as cancelled and raising a credit note to reflect the reversal of the purchase. The order itself remains valid, even if some (or all) of the purchase lines on that order are reversed. This allows you to record the customer’s change of mind without deleting the paperwork associated with their activity and for your accounting records to fully reflect the sequence of events that occurred.
A cancelled order is intended to represent an administrative mistake and you should only use it when you don’t want to keep the order or report on it. As far as most parts of Arlo are concerned, the order doesn’t exist and no accounting records for it are generated.
Due to regulatory requirements imposed on Xero, users on systems that interact with Xero must use MFA when they log in.
Multi factor authentication is recommended for data security purposes, especially for software with access to financial information, and PII (Personally Identifiable Information).
If you wish to update the account code against an exisitng order in Arlo please contact Alro support.
If the order already exists in Arlo, changing the account code against the course will not update the code against the order, updating the account code against the course will only impact future orders. If the order is already in Xero, then you could update the order directly in Xero, but this will not change the account code against the order in Arlo.