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Loyalty Punch

Loyalty Punch

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.

Tip
Punch card programs can be created, edited and deleted in the Promotions module. For a guide, see here.

Loyalty Punch (POS)

Tap the customer icon to assign a customer to this purchase.

Loyalty Punch (POS)Loyalty Punch (POS)

Select a customer from the list or tap ‘New Customer’ to create a new one.

Loyalty Punch (POS)Tint Loyalty Punch (POS)

After doing so, their name will appear. To Clear, Change, or view Customer Info tap again.

Loyalty Punch (POS)Loyalty Punch (POS)

After selecting items for purchase, tap ‘Pay’.

Loyalty Punch (POS)Loyalty Punch (POS)

You will be presented with several options of how to proceed with payment. Tap ‘Loyalty Punch’.

Loyalty Punch (POS)Loyalty Punch (POS)

A pop-up window will appear allowing you to pay an amount of the item cost to via loyalty points.

Loyalty Punch (POS)Tint Loyalty Punch (POS)


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.

Loyalty Punch (POS)Tint Loyalty Punch (POS)Loyalty Punch (POS)Loyalty Punch (POS)

Once a plan has been selected, the items which can be redeemed will be displayed on the left-hand side.

Loyalty Punch (POS)Tint Loyalty Punch (POS)Loyalty Punch (POS)Loyalty Punch (POS)

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.

Tip
An item can only be redeemed if the customer has enough punches to meet the reward.

Loyalty Punch (POS)Tint Loyalty Punch (POS)Loyalty Punch (POS)Loyalty Punch (POS)

Tap the redeemable item to activate the punch reward.

Loyalty Punch (POS)Tint Loyalty Punch (POS)Loyalty Punch (POS)Loyalty Punch (POS)


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.

Loyalty Punch (POS)Loyalty Punch (POS)

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.

Loyalty Punch (POS)Loyalty Punch (POS)


Checkout

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.

Tip
If a customer should decide they want a receipt after initially declining, it can be viewed, printed and emailed via the Orders module.

Pay Card (POS)Pay Card (POS)

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