A loyalty program is a rewards program typically offered by a company to customers, and sometimes to employees, who frequently make purchases, or to encourage repeat business.
This feature allows the customer to pay for items using loyalty punches earned through previous purchases.
Tap the customer icon to assign a customer to this purchase.
Select a customer from the list or tap ‘New Customer’ to create a new one.
After doing so, their name will appear. To Clear, Change, or view Customer Info tap again.
After selecting items for purchase, tap ‘Pay’.
You will be presented with several options of how to proceed with payment. Tap ‘Loyalty Punch’.
A pop-up window will appear allowing you to pay an amount of the item cost to via loyalty points.
Punch Card Plans and Balances
All punch card plans are shown at the top of the window. Select one that is applicable to the transaction.
Once a plan has been selected, the items which can be redeemed will be displayed on the left-hand side.
The balance of a selected plan, which refers to the amount of punches that have been filled out, will be shown on the right-hand side.
Tap the redeemable item to activate the punch reward.
Cancelling a Loyalty Punch
Once a loyalty payment has been saved, it will appear below the item it has been applied to in the receipt. To remove it, you will either have to cancel the transaction, or remove the item from the invoice.
Tap on the item which has been redeemed via loyalty punch, this will reveal the item window. To delete the item, tap the red bin icon.
After completing a transaction the checkout page will appear, enabling you to select if, and how, the customer would like a receipt.
No Receipt: This will close the checkout page without printing or sending a receipt.
Print: Tapping this button will print the order receipt to your device’s default printer. For printer setup, see here.
eReceipt: This feature is only available if you are signed in on the Mail app on your device. For a guide on setting up a mail account on your device, see here.