NOTE: Rewards can either be configured to apply as a Discount or Payment method. If you have Rewards as a Payment enabled, Rewards totals will be reflected in the Payment Report. If you have Rewards as a Discount enabled, Rewards totals will be reflected in the Discount Report. To enable Rewards as a Payment, just contact us at [email protected] and we’ll help you get set up.
With Rewards as a Payment configured, accrued rewards points will be displayed at the bottom of the checkout screen. Customers can use any combination of available methods to pay for their purchases, including rewards points. To use rewards points to pay for a purchase, follow the steps below.
Step 1: Navigate to Retail > SellTreez, select a customer from the queue and log in using your personal PIN.
Step 2: Add products to the customer's cart, then click Checkout.
Step 3: From the payment screen, verify the "Current Balance" of Rewards Dollars.
If the customer would like to use all available points to pay for the purchase, click the first 'Reward Dollars' tile. If they've accrued enough rewards dollars to cover the entire purchase amount, then clicking this will complete the transaction and deduct the amount from their rewards balance.
If the customer would like to use a portion of points to pay for the purchase, click the Custom button and input the amount they'd like to use on the keypad, and click Charge.
Step 4: Complete the transaction by applying other payment methods (cash or charge) until the full balance has been paid.
Step 5: This transaction is now complete, and you can return any change to the customer. Click Done to be taken back to the customer queue and begin serving another patron.