How to Give Loyalty Points to Your Customers

Modified on Fri, 5 Jul at 4:33 PM


Learn How to


  1. Enabled Loyalty Points
  2. Ensure your customers has an email
  3. Give points to your customer
  4. Give points to your customer after making payment





Firstly, ensure that you have enabled Loyalty Points

If your account has not been enabled loyalty points, you may contact customer service to help you enable loyalty points, configure the loyalty points conversion and enable payment earn points. If you don't know how to contact Customer Service, you may refer to: How to Contact Customer Service in Biztory




Secondly, ensure that your customer has an email.

Each customer's email must be unique. If there are duplicate emails, the loyalty points will be given to only one customer.  


1. Click on Sales and go to Customer.






2. Find your customer and click on the customer name

(If you don't have any existing customer or want to add a new customer, 

you may refer to: How to create a customer in Biztory)





3. Click on Details






4. You can check you customer email here







How to give points to your customer?

Step 1 to step 14 are guiding how to give points to customer once the invoice is saved. If you would like to give points to your customer after the payment is made, you may jump to step 15.


1. Click on Sales and go to Sales Invoices


Click on Sales and go to Sales Invoices




2. Click on Add New


Click on add Add New





3. Click on Add Customer


Click on Add Customer





4. Select the customer you want to give loyalty points


Select the customer you want to give loyalty points





5. Once you select customer, you can see the loyalty points available for the customer


Once you select customer, you can see the loyalty points available for the customer





6. Click on Confirm


Click on Confirm





7. Click on item code, after filling in the details such as date, salesperson and etc.

(If you want to know more on how to create a sale invoice, you may refer to: How to create a Sale Invoice)


Click on item code





8. Select an item and enter the quantity and price


Select an item and enter the quantity and price





9. Click on Save


Click on Save





10. After clicking "Save", you will be redirected back to the sales invoice page with a success snackbar confirmation.

(Then, your customer will earn loyalty points. If you want your customer earns points after making payment, you can jump to step 15)


After clicking "Save", you will be redirected back to the sales invoice page with a success snackbar confirmation.





11. Click on the customer name


Click on the customer name





12. Click on the right arrow button


Click on the right arrow button





13. Click on Point


Click on Point





14. You can see the loyalty points available for the customer has increased

(If you don't want your customer to earn points after payment is made, you may skip all the steps below.)


You can see the loyalty points available for the customer has increased





How to give points to your customer after making payment?

If you want to give points to your customer after payment is made, make sure your account has been enabled payment earn points. Not only that, your customer need to make full payment to earn points. If you realize your customer earns point without making payment, it means your account has not enabled payment earn points. Hence, you need to contact Customer Service via the floating chat button. 


15. Click on Sales and go to Sales Invoices


Click on Sales and go to Sales Invoices





16. Click on the Ref No. with the customer that you want to give points

(If you don't know how to create a sales invoice, you may refer to: How to create a Sale Invoice )


Click on the Ref No. with the customer that you want to give points





17. Click on Add Payment


Click on Add Payment





18. Drag to scrollbar to right


Drag to scrollbar to right





19. Type the amount

(To get points, customer must pay the full amount)


Type the amount





20. Select a payment method


Select a payment method





21. Click on Save

(If you have enabled approval for transaction, you will need to approve the transaction to give points to your customer.)


Click on Save





22. Click on Back


Click on Back





23. Click on the customer name of the invoice


Click on the customer name of the invoice





24. Click on the right arrow button


Click on the right arrow button





25. Click on Point


Click on Point





26. You can see the loyalty points available for the customer are increased

(The number of points a customer earns depends on the configuration of the loyalty points conversion that is set. If you want to change the points earn rate, you may contact Customer Service .)


You can see the loyalty points available for the customer are increased




Related Guides on Loyalty Points






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article