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We utilize the Loyalty program to give return customers a discount after accumulating 10 stars. I can manually add the discount on an invoice, but do not see how I can "redeem" their stars for the discount on an invoice. Would they be prompted to redeem when they attempt to pay?
I see that I can "adjust status" in the customer directory, but this does not have the option of "redeem", only negative reasons.
@CarriesKitchen Unfortunately Square doesn't support redeeming loyalty rewards on invoices at all right now โ customers can only earn points when they pay an invoice, not redeem them. That's straight from Square's help article "Enroll in a Square seller's loyalty program": rewards can be claimed during checkout at a point of sale or through a Square Online site, but not through invoice payments.
How customers redeem their rewards
@CarriesKitchen Unfortunately Square doesn't support redeeming loyalty rewards on invoices at all right now โ customers can only earn points when they pay an invoice, not redeem them. That's straight from Square's help article "Enroll in a Square seller's loyalty program": rewards can be claimed during checkout at a point of sale or through a Square Online site, but not through invoice payments.
How customers redeem their rewards
We can always adjust a customer's loyalty status. But currently the only options for a reason are faulty, or fraudulent activity. I have requested that Square add a redeemed option so that on an invoice, I can manually give a discount, and their loyalty log will be accurate. If this sounds good to others, as they are less likely to change the invoice and POS systems, probably help to reach out and request something similar. Maybe we can all effect some good changes. ๐
You can redeem it for them and remove the points manually.
Go to your customer list- find the particular customer- scroll down to loyalty and hit manage then hit "adjust status" remove the points and note the reason
Thank you, Dina. I have found this "solution" as well. The concern is that the only 2 reasons for the adjustment are negative in tone. I am asking for them to simply add "redeem" as an option for the adjustment reason.
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