en

Knowledge

  1. Home
  2. Knowledge
  3. Customer Loyalty and Memberships module for Perfex CRM

Get bonus points from order or invoice

  • Last Created On Jul 04, 2023
  • 432
0 0
  • Step 1. Create the Loyalty rule



  • Step 2. Create the POS order of Portal order or Sale invoice 

  • Step 3. Make full payment for this bill

    Points that customers receive will be calculated according to Total Paid
    According to the program in step 1. every $10 counts 1 point, So $11,560 gets 1156 point, 
  • Step 4. To see how many points this customer has received for each transaction, go to menu Users -> View transaction


    Select the Transactions tab 

Views: 432

Recent Articles

  • Labor Cost Calculation Guide
    33
  • Customizing Ticket Statuses in Customer...
    23
  • Convert to Invoice or Expense & Create I...
    51
  • Service Appointment in Field Service
    63
  • Work Orders in Field Service
    49

Popular Articles

  • Warehouse
    2551
  • Item Settings
    2072
  • Plaid environment & Setup Your Bank Acco...
    1871
  • General Accounting Settings
    1733
  • Connect your X (Twitter) account and Syn...
    1727