Customers, transactions and reports

Customers

The list shows each customer's point balance and activity. Opening a customer reveals their details, transaction history and active coupons.

Points can be adjusted manually — added or deducted. That is useful for fixing mistakes or compensating someone, and every adjustment stays in the history.

A customer can also be added by hand if they signed up at the till.

Transactions

Filter the list by shop, date, type and amount. Opening a transaction shows the basket and how many points were earned or spent.

Cancelling reverses everything: earned points are removed, spent points are returned, and the transaction stays in the history marked as cancelled.

Reports and exports

Under Reports pick a period and see sales, point and customer figures. Customer and transaction lists can be exported — handy for accounting and for reviewing a campaign.