Use Credit or Points

Members can use credit or points to pay for items at the POS and to buy items in the Point Shop.

Note: Each business can decide if payment at the POS can be performed with either credit or points (but not both). Similarly, they can choose if credit or points can be used for the Point Shop. This article will refer to credit, but it also applies to points.

Pay with Credit (POS Integration)

Important Note: To pay with credit at the POS, the POS integration must support the PayWithBudget or payment API call.

Before a member can pay for an item using credit, they need to identify at the POS. To secure the credit transaction, you can require members to perform additional steps to verify their identity.

To allow members to pay with credit:

  1. From Operation > Settings > Point/Credit Settings, select Credit for Pay with Credit.
  2. Optional: Enter the Pay with Credit Ratio (default is 1).
  3. You can also specify a minimum or maximum amount for each credit payment.
  4. Set up your verification method (recommended).

pay_with_credit_settings.png

Pay with Credit (Employee Codes)

Allow members to pay with credit even without a POS integration—using employee codes. When the member is at the POS, they tap the dedicated button to pay with credit and enter the payment amount. The employee then enters their employee code to approve the payment.

Note: Although the payment can be approved from the app (using the member’s device), we recommend using Admin Mode instead to ensure this process takes place at the POS.

To allow members to pay with credit:

  1. Create a layout block with a Pay with Credit Then add this layout block to a tile on an app screen (such as the Wallet Screen or Member Profile) or the Admin Panel.
  2. From Operation > Settings > Point/Credit Settings, select Credit for Pay with Credit.
  3. From Operation > Loyalty Operation > Employee Permissions, add employee codes that can be used to add/subtract credit amounts.



  4. Optional: Enter the Pay with Credit Ratio (default is 1).

Buy Point Shop Gifts

Instead of using points, you can allow members to use credit to buy gifts from the Point Shop. Make sure to select Credit for Purchase Item from Point Shop from Operation > Settings > Point/Credit Settings and to allow members to receive credit by one of the methods above (see Receive Credit).

Note: You can choose to either use credit or points for the Point Shop, but not both. We recommend using points for this module.

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