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Check Loyalty Balance

  • Last Updated: September 26, 2023

Loyalty rewards balance can be viewed at the register and/or on a customer’s profile.

View Balance on Register Details Tab

Customers must be attached to an order to see their loyalty balance at the register.

  1. From Home, navigate to Customers > Customer List.Customers module highlighted with arrow leading to customer list submodule
  2. Select a customer from the list. Enter a name in the Search field or tap Advanced Customer Search to search for customers using other criteria, such as address or telephone number.Selected customer highlighted in customer list
  3. View loyalty balances in the Loyalty Member section of the Customer Detail page.Loyalty member and loyalty rewards settings highlighted

View Balance on Register Pay Tab

Customers must be attached to an order to see their loyalty balance at the register.

  1. Create an order.Sample order highlighted in the register
  2. Tap the Pay tab.Pay tab highlighted on register
  3. Tap Check Balance.Check balance button highlighted on pay screen
  4. On the pop-up, tap Loyalty.Loyalty button highlighted on pay screen pop-up
    • Tip! Print Loyalty Balance by enabling the Print checkbox.Print checkbox selected on pay screen pop-up
  5. Select a customer to attach to the order, then tap OK.Selected customer highlighted with arrow leading to okay button
  6. A receipt displays with rewards balance information.

    Loyalty balance receipt displays

View Balance in Customer Details

Loyalty balance can be viewed in the customer’s record.

  1. From Home, navigate to Customers > Customer List.Customers module highlighted with arrow leading to customer details submodule
  2. If the customer’s record does not appear, tap the List tab to find the customer’s record.List tab highlighted on customer details screen
  3. Tap the Global Menu.Global menu at bottom right of screen highlighted
  4. Tap Loyalty Statement.

    Loyalty statement button highlighted
  5. View the statement of loyalty points. At the bottom of the statement, view the customer’s point balance.Loyalty reward point balance highlighted on statement screen

  • Tip! Loyalty Summary Report gives you an in-depth view of loyalty points for all customers enrolled in the customer loyalty program. See:  Loyalty Summary Report
  • See: Earn Loyalty Points and Redeem Loyalty Points

Popular With

Grocery/C-StoreLiquorPizzaQSR/DeliveryRetailSalon/SpaTable Service

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Related Topics

  • Loyalty

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