If a customer transaction was not applied to their account, they can still be manually matched.
To do this, click on Settings then Markets.
Next click on your market name.
On the following page click Options and then Data Match.
Transactions can be matched in bulk by Date Range or individually by Transaction ID.
Date Range: This will automatically match all customer transactions in the date range. Use this if there was a data interruption to ensure all rewards customers receive their transactions.
NOTE: If you’re using an integrated solution with BayIQ then you will not need to use the bulk matching option.
Transaction ID: This can be used to match a specific transaction to a customer. Input the invoice number and click search.
There are a few different results that can happen.
The results will show you the customer’s name, invoice date, and total. If this information matches, click GO.
An error saying that the transaction could not be matched or that there were no results. Make sure that the customer’s rewards information matches the information in your system. You can update the customer’s rewards information in the Terminal.
If you still cannot find the customer, click on Help and submit a support ticket for assistance.
NOTE: If the invoice occurred before the customer signed up for the rewards program the button will change to say FORCE. This will allow you to add the transaction.