Loyalty Points and Accounting

I personally think you would prefer a points system built around a payment type and full accounting. The points system Emre demonstrated was a very basic system not meant for accounting.

Points system built around a payment type would be fully linked into each ticket and you have greater reporting ability.

Unbelievable
 more coming. Checking a few screens.
UNBELEIVABLE 
 let me do 1 more transaction.

:joy:

#@kendash !
Well that’s a bit big but anyway I going to run with it.
By persisting, we have created a perfect points solution: no blank transactons; perfectly formed Ticket; Journals affecting all the appropriate accounts needed for auditing (our clubs are audited).

Well done, Mate, so glad I (and you) stuck with this.
Seriously if you think your names a too big, I can down size the dash lol

Solution:
Create a new Account Transaction called “Reward Transaction” and use the exact setup as “Sales Transaction”.

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Do I at least get part of that Check? :stuck_out_tongue:

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Ok fixed that image above!

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The Document is an envelope. The Transactions are pieces of paper inside the envelope.

What you see in Manage > Accounts > Transactions are actually Docs. When you open one of the Docs, you will be looking at Transactions.

In many cases, you will have a single Transaction per Doc. But now and then, such as with a Ticket, you will find multiple Transactions inside the Doc.

I do not know of any case where a Transaction can exist outside of a Doc. Even a sale via a Ticket is a Doc, which contains Transactions such as Sale, Tax, Service, Tip, etc