- Create a new invoice as usual.
- Click on Rewards... to enter the amount of points being redeemed.
- Click OK to save and close the form. The reward redemption amount will be listed under a separate Reward Discount field under the Details tab of the invoice.
- Finish the invoice, adding any other information (Memo, Notes, or additional payment information).
For an Individual:
- Open the contact's profile.
- Click on the Rewards & Wish List tab.
- From the Rewards section, click to add a negative entry, or select a desired row then click to remove an entry.
- From the Edit menu, select Settings, then Reward.
- Click Clear Points .
- Enter the date to clear all previously earned rewards point transactions.
- Enter any text to be displayed on everyone's profile in the Comment field. View
- Click OK , then Yes to confirm.
- Click OK to save and close the Reward Preferences form.