Reward Points may be redeemed either on an invoice or directly from a customer profile. On an invoice, a new invoice is created and the Rewards option is selected to enter the number of points to use. The redeemed amount then appears as a reward discount on the invoice. For items that are not invoiced, points may be subtracted from the customer profile instead.
Redemption Options:
On an Invoice
- Create a new invoice.
- Click
Rewards to enter the number of points being redeemed. - Enter the points being redeemed in the Redeem Points field or click the checkmark
to redeem all available points. - Click OK to save and close the form. The Reward Discount field will appear below the regular Discount field at the bottom of the invoice, displaying the reward redemption amount.
- Add any other information (Memo, Note, or payment information) and when finished, click
Save.
From a Contact Profile
An entry can be made in a contact profile to subtract points for redemption (or other necessary adjustment reasons). See Add, Subtract, or Delete Reward Points from a Contact Profile for more information.