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Using Loyalty Points

Loyalty points get their own tab on the new payment screen, with real redemption limits enforced as you type — not just a preset amount to tap.

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Written by Henry Rundio

This release is rolling out gradually and may not be available to all clients yet. It's part of a version 3.0 terminal update currently rolling out in phases. See "The New Payment Flow" for the base flow this builds on, and "Splitting a Payment on the New Payment Screen" for stacking points alongside other tenders on the same sale.


How Using Loyalty Points Works

  • The tab only appears when it's usable. A customer has to be attached to the order and have a positive, redemption-eligible points balance under your store's loyalty settings. No customer, or a zero/ineligible balance, means the tab simply isn't there — it's not shown disabled, it's just absent.

  • The available amount is capped to what's actually owed. The maximum you can redeem on a sale is the lesser of the customer's real balance and whatever's left on the balance due — you can't redeem more points than the sale actually costs.

  • Your store redeems points in fixed increments. This is a merchant setting, not the same dollar amount for every store. Typing an amount that doesn't land on your store's increment gets flagged immediately, before you can apply it.


Redeeming Points

Step 1

If a customer with eligible points is attached to the order, open the Points tab among the payment options.

Step 2

Check the balance and the minimum/maximum shown — the maximum reflects whatever's left on the sale, not necessarily the customer's full balance.

Step 3

Enter an amount, or use the stepper to adjust it. If it doesn't land on your store's redemption increment, the screen flags it and won't let you continue until you adjust to a valid amount.

Step 4

Tap "Redeem $X.XX in points" to apply it. It stacks into the running tally just like any other tender — see "Splitting a Payment on the New Payment Screen" if you're covering the rest with something else.


What It Looks Like

  • Typing a points amount that doesn't match your store's redemption increment shows an on-screen error immediately, before you can attempt to apply it.


Troubleshooting

  • Don't see a Points tab for a customer you know has a balance. The customer needs to be attached to the order, and have a positive, redemption-eligible balance under your store's loyalty settings — a zero balance or a customer not marked eligible won't show the tab at all.

  • Entered a points amount and got an error. Your store redeems points in fixed increments — the error means what you typed doesn't land on one. Adjust to the nearest valid amount and try again.

  • Trying to apply more in points than the order allows. The maximum is capped to whatever's left on the balance due when you open the tab — you can't redeem more than that on a single sale, regardless of the customer's actual balance.

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