Cashback is a marketing strategy and financial incentive offered by businesses to customers, typically in the retail and online shopping sectors. The concept is relatively simple: when a customer makes a purchase, they receive a certain percentage of the purchase amount back as a refund or credit, effectively reducing the net cost of the transaction.
There are 2 ways to enable this feature
Choose which App you are using:
Enable through POS Settings
Click POS then click POS Settings
Under Cashback enter % percentage default cashback
Toggle on Enable Cashback
Note: Only customer with email address on system can receive cashbackClick Save
Enable through Customer
Click Customers > Customer List
Edit a customer's details by clicking on the ✎ pencil icon
Tap "More" tab
toggle on Enable Cashback
add the amount of % for cashback
Click on Update
Getting Cashback
💡 When customer checkout, they will be rewarded cashback according to the “cashback percentage” setting. By default, each customer will use the “default cashback percentage” set on the POS settings page, unless their “cashback percentage” was manually set on the customer
Open the catalog and select a product to purchase
Go to Cart and "Select a Customer"
💡 Ensure that you have enabled cashback on POS or for the specific customer
Process the order and check out as usual
The receipt should show the earned cashback and total cashback
Using Cashback
💡You can identify if a customer has earned cashback as you can see their cashback amounts when selecting customers
Open the catalog and select a product to purchase
Go to Cart and select a customer
Ensure a customer has a balance for cashback
Click the ≡ 3 horizontal lines at the upper left part of the page
Choose Cashback from the option
enter the amount of cashback to use
Note: Any amount will do even the whole amount available for cashback can be used.
Click on Apply and see that it lessens the total amount to pay
The receipt will show the remaining cashback amount and the cashback amount applied
The Cashback will displayed as Discount on printed receipt.
The cashback feature benefits both customers and businesses. For customers, it provides a financial incentive to make purchases, helps save money on future transactions, and can be an attractive aspect of loyalty programs. For businesses, cashback can drive customer loyalty, encourage repeat purchases, and attract new customers.
It's important for customers to be aware of the terms and conditions associated with cashback offers, such as minimum spending requirements, maximum cashback limits, and any restrictions on eligible products or services. Additionally, it's essential to be cautious about overspending or buying items solely for the cashback benefit, as it may not always lead to the best financial decisions.
Enable through POS Settings
From the Homepage of the App, Tap "POS"
Open Register
Tap "More"
Tap "POS Settings"
Under Cashback enter % percentage default cashback
Toggle on Enable Cashback
Note: Only customer with email address on system can receive cashback
Click Save
Enable through Customer
From the Homepage of the App, Tap "POS"
Open Register
Tap "More"
Tap "Customers"
Tap Customer wish to enable cashback
Toggle on "Enable Cashback"
Add the amount of % for cashback
Tap "Save"
Getting Cashback
💡 When customer checkout, they will be rewarded cashback according to the “cashback percentage” setting. By default, each customer will use the “default cashback percentage” set on the POS settings page, unless their “cashback percentage” was manually set on the customer
Open the catalog and select a product to purchase
Go to Cart and "Select a Customer"
💡 Ensure that you have enabled cashback on POS or for the specific customer
Process the order and check out as usual
The receipt should show the earned cashback and total cashback
💡Potential Cashback that Customer will earn will be displayed prior to checkout
Customer earned 55.00 Cashback that can be used for any amount for the next transaction.
Using Cashback
💡You can identify if a customer has earned cashback as you can see their cashback amounts when selecting customers
Open the catalog and select a product to purchase
Go to Cart and select a customer
Ensure a customer has a balance for cashback
Once Customer is selected it will automatically shows the Apply Cashback if Customer has a cashback balance
Customer may decide if they want to use the max amount of cashback for their transaction or use it partially
