Growth
Loyalty & Rewards Program (Optional)
Points, redemption, and enabling loyalty.
If you want to encourage repeat business, enable the built-in loyalty program.
How Loyalty Works
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Customers earn points on every paid invoice (based on purchase amount)
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When they accumulate enough points, they can redeem for a discount on a future purchase
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You decide the earn rate (points per unit of currency) and redemption value
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Points are tracked per customer and visible on their profile
Enabling Loyalty
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Go to Settings > Modules & Features
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Toggle Loyalty Enabled on
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Set your earn rules (how many points per sale)
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Set your redemption rules (what points are worth)
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Save
Customers are automatically enrolled when they make their first eligible purchase.
Redeeming Points
At checkout or on an invoice:
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Check the customer’s loyalty balance
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If they have enough points and want to redeem, debit the amount
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The discount is recorded and points are consumed
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Receipts show the point redemption and remaining balance
Loyalty can be tracked in your Reports tab.
Frequently asked questions
How do customers join the loyalty program?
Customers are enrolled automatically when they make their first eligible purchase. Points are tracked per customer and visible on their profile.
Who decides how much points are worth?
You do. You set the earn rate, meaning points per unit of currency, and the redemption rules for what points are worth, both under Settings > Modules & Features.
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