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A coupon is a discount you attach to an invoice or an order. It is either a Percentage off or a Fixed amount off, and DMLY checks it is still valid before it takes anything off the bill. Loyalty sits on top of the same mechanism: your clients earn points for qualifying activity, and when a client has enough points DMLY mints a coupon for them automatically. Every loyalty reward is just a coupon — there is no second discount system to learn.

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What a coupon takes off

A coupon applies to the gross total — the subtotal plus tax, not the subtotal alone. A 10% coupon on a bill of 100 plus 20 tax takes off 12, not 10. Percentage coupons are ”% off the total”, and that is more than you may expect when you price them.
A discount never takes off more than the client owes, so a large fixed-amount coupon on a small bill simply clears the bill rather than producing a negative balance.

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The limits you can set

Each coupon carries its own rules, and all of them are checked at the moment it is applied: Outside its window, below the minimum, or past a limit, the coupon is refused and the bill is issued at full price.
Redemption is first-come. If two invoices try to claim the last remaining use at the same moment, one gets the discount and the other is issued without it. There is no queue and no error to catch — check the invoice total before you send it if a coupon was meant to apply.
An automation can apply a code to an invoice that has already been posted, with the Apply Coupon node. It does nothing if the invoice is void, already paid, or already carries a coupon — and it fails quietly, so do not rely on it to rescue a bill that has moved on.

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How loyalty points become a coupon

1

A client earns points

You pick one Earning method, not both. Earn per amount spent scales points with the bill, and the field below is labelled Points per unit spent. Earn per activity gives a flat number of points per qualifying activity regardless of the amount, and the same field becomes Points per activity. The form defaults to Earn per activity, so out of the box points do not scale with spend.
2

They cross the threshold

Points needed to redeem is the balance a client has to reach. The setting describes itself plainly: The number of points a client must reach before they can redeem a reward coupon.
3

DMLY mints their coupon

As soon as the balance crosses the threshold, a coupon is created for that client and the threshold’s worth of points is spent. The code carries a suffix unique to that client, so it belongs to them and cannot be passed around.
You do not issue the reward yourself and you do not need to watch for clients hitting the threshold. Two qualifying purchases landing at once cannot mint two coupons or push a balance below zero.

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When points are actually awarded

This trips people up, so it is worth being exact. The trigger is not fixed — under Earning conditions you choose the status that earns for each kind of activity: Nothing is awarded unless the activity reaches the status you configured. On the defaults that means:
  • A paid invoice earns points when it is paid. If you switch orders to Confirmed, a paid invoice earns nothing.
  • A confirmed order earns points in its own right, independently of any invoice.
  • An invoice for an appointment is the exception. Its points are awarded when the appointment is completed, not when the client pays. A client who pays up front and then no-shows earns nothing.
  • A class booking earns too, when the booking is attended.

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Undoing a sale takes the points back

Three things claw back loyalty points: voiding an invoice, refunding a payment on a paid invoice, and cancelling a confirmed order. That is deliberate — a sale that did not happen should not leave a client closer to a free reward — so a client’s balance can drop after any of them. The claw-back goes further than the points. It also deactivates one still-unredeemed loyalty coupon for that client, so a reward minted from points you have just reversed stops working. The one thing it will not touch is a coupon the client has already redeemed — reversing that would corrupt a settled sale, so it is left alone.
DMLY messages the code to the client automatically the moment a loyalty coupon is minted, on their active channel, and records it to the inbox — you do not need to pass it on yourself. Delivery is best-effort, though: if the channel send fails, the coupon still exists but the client never heard about it. That is when you would tell them on WhatsApp yourself. Either way it is an ordinary coupon and will be honoured on their next bill as long as it is still inside its window.

Invoices

Where a coupon is applied and what it changes on the bill.

Finance settings

Currency, due days, numbering and tax defaults.

Client profile

A client’s spend, statement balance and history.

Finance overview

How invoices, orders, subscriptions and payments fit together.