How do I View the Balance on a Loyalty Card?

Summary

This article explains how to view the points balance on a loyalty card.

More Information

Loyalty Card Maintenance allows you to view the balance on a Loyalty Card. You can use this option to check for pending, available and redeemed points.

View Balance

Go to " Reports & Settings Maintenance Options System Administrator Module Settings Customer Loyalty Loyalty Card Maintenance".

• Enter the Card number (with or without the leading characters), the Customer's Account Code or enter text to search on, e.g. part of the customer's name.
• Click [Search].
• Alternatively leave all fields blank and click [Search] to list all Loyalty Cards that have been issued.
• The screen will display:
  • All points earned over the lifetime of the card.
  • Points Redeemed to date.
  • Points Available to spend.
  • Pending Points i.e. points earned but not yet available to spend.
  • Total Balance displays Available plus Pending points i.e. the balance on the card.

To amend a balance see this article.

Print results

If you wish to print the results, click the print icon at the top of the screen or press <Ctrl+P>.

• Select [Print] for a printed list or choose [Excel] or [CSV] to create a file.

See also

• How do I View Who Owns a Loyalty Card?
• How do I Amend the Balance on a Loyalty Card?
• How do I Replace a Loyalty Card?
• How do I Retire a Loyalty Card?

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Keywords AND Misspellings

customer, loyalty, scheme, card, issue, redeem, points, balance, view, pending, expired, redeemed, value

Tags

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