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🎖️ Reward Points & Royalty Points in BillBook

2 min read

BillBook allows businesses to implement Reward Points (Loyalty Program) to encourage repeat purchases and enhance customer retention. 🚀🏆


🔹 Enabling Reward Points in BillBook #

Go toSettings → Business Settings → Reward Points Settings
✅ Click “Enable Reward Points”
✅ Click Save 💾

📌 Once enabled, customers will start earning and redeeming points based on your settings.


📊 Reward Points Settings #

The Reward Points system is divided into:
1️⃣ Earning Points Settings (How customers earn points)
2️⃣ Redeem Points Settings (How customers use points)


🏆 Earning Points Settings #

Reward Points Display Name:

  • Customize the label for points (e.g., Reward Points, Coins, Loyalty Credits).
    Amount Spent for 1 Reward Point:
  • Set how much a customer must spend to earn 1 point.
  • Example:
    • If set to LKR 10, then spending LKR 1000 = 100 points.
      Minimum Order Total to Earn Points:
  • Set a minimum purchase amount to earn points.
  • Example:
    • If set to LKR 100, customers must spend at least LKR 100 to earn points.
      Maximum Points Per Order:
  • Set a limit for how many points can be earned per transaction.
  • Leave blank for no restrictions.

📌 On Sale Returns: If a customer returns an item, the earned reward points from that invoice will be automatically deducted.


💳 Redeem Points Settings #

Redeem Amount Per Point:

  • Defines the monetary value of 1 point.
  • Example:
    • If 1 point = LKR 1, set value as 1.
    • If 2 points = LKR 1, set value as 0.50.

Minimum Order Total to Redeem Points:

  • Set a minimum purchase amount to allow point redemption.

Minimum & Maximum Redeem Points Per Order:

  • Define how many points can be used per transaction.
  • Leave blank for no restrictions.

Reward Points Expiry Period:

  • Set an expiry period for unused reward points (Months or Years).
  • Expired points will be auto-deducted from customer accounts.

📌 Important: A cron job must be set for expired points to be removed automatically.


🧾 Display Reward Points in Invoice #

Go toSettings → Invoice Layout
✅ Enable “Show Customer’s Remaining Reward Points”
✅ Click Save 💾

📌 Now, invoices will show the customer’s reward points balance!


🚀 Why Use BillBook’s Reward Points Feature? #

✅ Encourages customer loyalty & repeat purchases 🎖️
✅ Automatically tracks earned & redeemed points 📊
✅ Allows customizable earning & redemption rules
✅ Helps businesses increase sales & retain customers 💰

With BillBook’s Reward Points system, businesses can reward loyal customers while boosting revenue effortlessly! 🚀🎯

Let me know if you need any refinements! 😊

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