Loyalty Program

A Loyalty Program rewards repeat customers with points: each submitted Sales Invoice earns points at the rate in the program's tier, and the customer can redeem points as a discount on a later invoice. Earning posts nothing; it only writes a Loyalty Point Entry. Redemption does post: the redeemed value is debited to the expense account set on the program, so the customer owes less while income and VAT still post in full. The program fixes the conversion factor, the collection factor, how long points live and the tiers. Set the expense account to a marketing or promotion head so the cost of the scheme is visible in the Profit and Loss Statement.

Points earned = Grand total / Collection factor; Rs 36,160 / 100 = 361 points; redemption value = Points x Conversion factor

1. 01Go to Invoicing > Loyalty Program > New and name it.
2. 02Set Customer Group and Territory it covers, the Expense Account and Conversion Factor, for example Rs 1 per point.
3. 03Add a Collection Rules row: tier name, Collection Factor 100, Minimum Spent 0; set the Expiry Duration.
4. 04Save and pick the program on the Customer form.
5. 05Submit a Sales Invoice; the points appear in Loyalty Point Entry.
6. 06On a later invoice tick Redeem Loyalty Points and enter the points; the entry above posts on Submit.

Create under Accounts > Loyalty Program with tiers and points per rupee; assign it on the Customer.

One point per Rs 100 of grand total: ACC-SINV-2026-00004, Rs 36,160, earns Jivan Dahal 361 points.