How to manually adjust a customer's reward points balance

Use a manual transaction when you need to add or deduct reward points for a customer outside of the usual earning and spending rules — for example, as a goodwill gesture, to correct a support issue, or to award points in bulk to a list of customers.

Follow these steps:

1. Navigate to Marketing -> Promotions -> Reward Points -> Transactions and click Add New.

2. In the customer grid, select the checkbox next to one or more customers you want to apply the transaction to. Selecting multiple customers applies the same points change and message to each of them.

3. Fill in the General Information section:

   • Points Balance Change: the number of points to add or deduct. Use a positive number to add points, or a negative number to deduct them.
   • Message in the rewards history: required text shown to the customer in their account's points history for this transaction.
   • Expiration Date: optional. Leave empty to use the default expiration period from Configuration settings; set a date to expire these specific points on that day instead.
   • Message for customer notification email: optional custom message included in the balance-update notification email sent to the customer. Leave empty to use the default notification email template. You can use variables such as {{var customer.getName()}}, {{var transaction_amount}}, and {{var balance_total}}.

4. Click Save.

The transaction appears immediately in the Transactions grid for each selected customer.