BillBook allows businesses to implement Reward Points (Loyalty Program) to encourage repeat purchases and enhance customer retention. ๐๐
๐น Enabling Reward Points in BillBook #
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Go to โ Settings โ Business Settings โ Reward Points Settings
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Click โEnable Reward Pointsโ โ
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Click Save ๐พ
๐ Once enabled, customers will start earning and redeeming points based on your settings.
๐ Reward Points Settings #
The Reward Points system is divided into:
1๏ธโฃ Earning Points Settings (How customers earn points)
2๏ธโฃ Redeem Points Settings (How customers use points)
๐ Earning Points Settings #
โ Reward Points Display Name:
- Customize the label for points (e.g., Reward Points, Coins, Loyalty Credits).
โ 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.
โ Minimum Order Total to Earn Points:
- If set to LKR 10, then spending LKR 1000 = 100 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.
โ Maximum Points Per Order:
- If set to LKR 100, customers must spend at least LKR 100 to earn points.
- Set a limit for how many points can be earned per transaction.
- Leave blank for no restrictions.
๐ On Sale Returns: If a customer returns an item, the earned reward points from that invoice will be automatically deducted.
๐ณ Redeem Points Settings #
โ 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.
โ Minimum Order Total to Redeem Points:
- Set a minimum purchase amount to allow point redemption.
โ Minimum & Maximum Redeem Points Per Order:
- Define how many points can be used per transaction.
- Leave blank for no restrictions.
โ Reward Points Expiry Period:
- Set an expiry period for unused reward points (Months or Years).
- Expired points will be auto-deducted from customer accounts.
๐ Important: A cron job must be set for expired points to be removed automatically.
๐งพ Display Reward Points in Invoice #
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Go to โ Settings โ Invoice Layout
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Enable “Show Customer’s Remaining Reward Points” โ
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Click Save ๐พ
๐ Now, invoices will show the customerโs reward points balance!
๐ Why Use BillBookโs Reward Points Feature? #
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Encourages customer loyalty & repeat purchases ๐๏ธ
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Automatically tracks earned & redeemed points ๐
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Allows customizable earning & redemption rules โ
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Helps businesses increase sales & retain customers ๐ฐ
With BillBookโs Reward Points system, businesses can reward loyal customers while boosting revenue effortlessly! ๐๐ฏ
Let me know if you need any refinements! ๐