Redeeming Rewards

After setting up a Reward program, once reward points have been accumulated, they can be redeemed.

1. Create a new invoice adding items, then  click to open the Redeem Rewards form.
2. Enter the number of points being redeemed or click to use the entire reward balance (cannot exceed the total of the invoice).
3. Click  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.
4. Finish the invoice, adding any other information (Memo, Notes, or additional payment information), then click.

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Additional Articles:

• Setting Up a Reward Program
• Assign Reward Points to Checklist Tasks
• Add or Remove Reward Points