Loyalty points and store credit

Customers earn points on what they pay and use them later; refunds can go to store credit for exchanges.

Loyalty points

Customers who are on the bill earn points on what they pay, and can pay with them on a later bill.

Switch it on

Go to Settings › Billing Settings › Loyalty & credit.
Tick Give loyalty points.
Set the rule:
- For every (amount paid) / the customer earns (points). For example every 100 earns 1 point.
- One point is worth, for example 1.00.
- Points needed before they can be used, 0 for none.
- Points can pay up to (% of a bill), for example 50.
Click Save.

Loyalty points come with the Professional plan and above. They are for the POS: your online store keeps its own points.

At the counter

Pick the customer on the bill. Their points and credit show under the customer icon.
Points are earned when the bill is settled, in whole points, on what is paid in money. They aren't earned on what is paid with points or credit.
To pay with points: Settle Bill › Other › Loyalty points, then the amount. The screen shows how much the points are worth.
If a bill is cancelled, points used come back and points earned go. A return takes back the points earned on what was returned.

The receipt shows Points earned and the new balance.

Store credit

A refund can go to the customer's store credit instead of cash. They pay with it later, like a gift card that belongs to them.

Go to Settings › Billing Settings › Loyalty & credit and tick Use store credit. It comes with the Standard plan and above.
To refund to credit, return items from the bill in Orders and choose Refund › Store credit. The bill must have a customer.
To pay with credit: Settle Bill › Other › Store credit.

Tip

Exchange: return the item to store credit, then bill the new item and pay with the credit. The customer pays only the difference.

A customer's points and credit

Open the customer in Customers. The card under the details shows their points, their credit and every change (earned, used, refunds, cancelled bills). Managers and Admins can click Change by hand to add or take off points or credit, for example as a birthday bonus, with a reason. Each change is kept in the Audit Trail.

In reports and books

Points and credit are payments of the kind Other, so your reports, Day Close and accounting books stay as they are.