Can customers use loyalty points to pay?
Этот ответ пока опубликован только на английском.
Yes. If you run an active loyalty program, customers can put part of their points toward an invoice instead of paying the full balance in cash — and points aren't the only kind of reward the same redemption panel handles. Stamps, percent-off rewards, and free-item rewards can all be redeemed from the same place, not just points.
Open the invoice from Finance > Sales > Invoices, and use the Loyalty points panel there. Loyalty is a Setup Studio capability — until a loyalty program is turned on for your business, that panel stays hidden and there is nothing to redeem.
Before anything changes on the invoice, you preview the redemption. The preview shows:
- Points the customer has available
- What those points are worth
- What the new invoice balance would be after redemption
Confirming the preview generates a secure, time-limited quote for the customer to accept. Points are only actually deducted and applied once that quote is confirmed and the payment goes through.
If you later refund an invoice that was partly paid with points, those points are returned to the customer's balance.
Redeeming points on an invoice is a flow you run from the invoice itself — you can't yet ask Nassima to preview or apply a redemption for you in conversation.
How customers earn and build up points in the first place is covered under Loyalty programs, and how a redeemed-points line appears once an invoice is fully settled is covered under Invoice settlement breakdown.
The customer never has to work out the redemption math themselves — the quote does that for them, and nothing is deducted until they confirm it.
Другие формулировки этого вопроса
- How do loyalty points work with invoices?
- Can I preview how many points a customer can redeem?
- What happens to loyalty points if I refund an invoice?
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