Redeem loyalty points

When to use this procedure

Use this procedure to apply a customer's loyalty points as credit on a sales invoice. For example, if your store offers loyalty points to customers at $1 for every 100 points, and a customer has accrued 300 points, you would apply $3 in loyalty points/savings to the sale.

Steps to complete - during a sales transaction

  1. On the Sales Invoice window, click Loyal. The Loyalty Points window displays.
  2. Enter the dollar amount of points or the number of points to use as credit on the invoice.
  3. Click Save. The points are applied to the invoice.

Steps to complete - outside a sales transaction

  1. On the Modules menu, point to Customer, then to Loyalty Points, then click Redeem Loyalty Points. The Pick Customer window displays.
  2. Search for and select a customer. The Redeem Loyalty Points window displays.
  3. If necessary, select a different location or change the date for the points redemption.
  4. Enter the number of points by which to decrease the total available points in the Points Adjustment box.
  5. Enter any notes about the redemption.
  6. Click Save. The Select Output Destination window displays.
  7. Select your desired output destination and click OK. The points adjustment invoice is sent to print preview, a printer, or a file location depending on your report output selections.

Helpful links

Create a sales invoice

Adjust loyalty points

Sales reports

System Variables Defined

Sales Invoice general overview

Loyalty points overview

Loyalty Points window

Redeem Loyalty Points window

Sales Invoice window