Reward points earned through a Reward Program can be redeemed on an invoice as a discount toward a purchase. During invoicing, points are applied up to the invoice total, and the redeemed amount is recorded as a reward discount while updating the customer’s remaining point balance.
After setting up a reward program, accumulated reward points can be redeemed.
- Begin by creating a new invoice and adding items.
- Select the rewards button
to open the Redeem Rewards form and enter the number of points being redeemed. Or select the checkmark button
to use the entire reward balance (cannot exceed the total of the invoice). - Click OK to save and close the form. The reward redemption amount will be listed under the Details tab in the Reward Discount field of the invoice.
- Finish the invoice, adding any other information (Memo, Notes, or additional payment information), then click Save.
