How do I check loyalty card balances?

From Catalyst
Revision as of 10:59, 13 November 2015 by Katy Kitchen (talk | contribs)
Jump to: navigation, search

Summary

Follow these instructions to run a report to view current Loyalty Card balances in Points and Value.

More Information

Go to " Reports & Settings Reports Accounts Report Generator".

  • Type 'Balance' and click [Search].
  • Highlight the report to run and click <Start>.
  • Each report shows:
    • Customer Name
    • Loyalty Card Number
    • Date the card was Issued
    • Current balance in Points or in Value
  • Click [Start] to view the report on screen.
  • The buttons at the top of the screen allow you to [Print] or [Open in web browser].

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Loyalty, Points, Redeem, Redeemed, Loyalty Card, Issued, Issue, Expired