When the bonus system is in use, bonus points are automatically added to clients when invoices are finalised. You can also add and remove bonus points manually.
Go to the Billing tab on the client's page. In the Bonus section at the bottom of the page, you can view the current total of the client's bonus points, the monetary value of the points, and the bonus point events. The following entries are shown in the list:
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Add: Points that were automatically added when an invoice was finalised.
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Use: Points that were used on an invoice.
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Other: Points that were manually added or removed.
To view the invoice associated with added or used bonus points, select the View invoice button in the Invoice column.
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In the Bonus section of the Billing tab, select Add. The Add bonus points dialogue opens.
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Select an option:
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Add to bonus: With this option, add the number of points you want to add for the client in the Points field.
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Remove from bonus: With this option, add the number of points you want to remove from the client in the Points field.
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Set bonus level: With this option, add the number of points to which you want to set the client's balance. The correct number of points is automatically added or removed to reach the set number.
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In the Description field, you can add additional information about the action.
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Select Save.
You can edit or remove manually added bonus points using the pen and trash bin buttons on the entry row.
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