Set up your loyalty programme

1. Open Settings → Loyalty and enable points. Set how much eligible spending earns a point and how much each redeemed point is worth. Preview an example purchase before saving.
2. Set the minimum redeemable balance, maximum redemption per sale and any expiry period. Explain these rules to cashiers so customers get a consistent answer.
3. For different earning rates, edit the customer group multiplier, then assign customers to the right group. Check one group member’s example points calculation.

Points history, adjustments and returns

• Open the customer’s Loyalty tab to inspect earned, spent, expired and adjusted entries. Use an authorised adjustment with a reason when correcting a balance; keep the ledger history.
• Voids and returns affect the original points calculation. Review the resulting ledger instead of manually awarding the same points again. Offline purchases must synchronise before relying on the final balance.
• Use the Loyalty report to compare points issued, redeemed and outstanding. Check expiry and customer-group filters when investigating a difference.

Earning rates, limits and expiry

• Choose whether points are calculated on subtotal or tax-inclusive grand total. Points round down, each sale earns once, and the portion paid using points does not earn again.
• Set the earning rate to zero to pause earning while existing points remain spendable. Group multipliers default to 1× when blank; 2 doubles earning and 0 prevents that group earning.
• Expiry is measured in months; 0 means no expiry. The scheduler expires unused earned points and checks ledger balances. Oldest points are spent first; authorised manual top-ups have no expiry.
• Offline sales earn when synchronised, but redemption needs an online balance. New rates do not rewrite old earned entries; changing redemption value affects the value of existing points.

Redemptions, returns and programme cost

• At checkout, attach the customer, enter points or press Max, then Apply. The minimum balance and per-sale percentage cap are enforced. Remove before payment restores those points.
• Voiding takes back earned points and restores redeemed points. Partial refunds take back the related share of earned points; a refund, unlike a void, does not restore points already redeemed. Claw-backs stop at zero.
• Manual add/remove requires the loyalty-adjustment permission, a positive amount, a direction and a reason. The ledger adds an attributed entry; it never edits or deletes the old movements.
• Reports → Loyalty points shows earned, redeemed, expired and outstanding liability by period and customer. Export CSV, Excel or PDF to review the programme’s cost.

Enable or pause saving cash change

• Open Settings → Loyalty points and use Save change as customer credit. It is enabled by default and can be changed independently of the points programme.
• Cashiers can save all or part of available cash change for a saved customer during online checkout. Disabling this option hides the checkout control while existing credit remains available to use.
• Receipts show the recorded customer credit balance above points earned and points balance when applicable. Store credit is money; loyalty points follow their own earning and redemption rules.