The first thing that must be set up to use the Reward/Referral feature is the Tender/Rewards Cards Options section in System Options.

1. From the Administrative menu, select System Options.  The System Options screen will appear.
2. Scroll down to the Tender/Rewards Card Options section.
   
   
   Options to set up include:
    

   Earned Rewards Reduced on Return Receipt Wording	How to word returned deduction from rewards earnings on the receipt.
   Enable Rewards Cards	Whether to enable rewards cards.
   Enable Tender Cards	Whether to enable tender cards.
   House Card Wording POS Button	A general phrase that describes either a tender card or rewards card.  Used only on the tender buttons on the Point of Sale (POS) screen.
   Referral Card Wording	How you refer to the card you give to a customer to in turn give to another.
   Referral Wording	What you call the credit you give a customer for referring someone.
   Rewards Cap Earned Per Item	Caps how much can be earned in rewards per sale item.  Set this to -1 if you do not want a cap.
   Rewards Cap Per Sale	The total amount that a sale can earn in a single rewards transaction.  For example, if a sale is supposed to earn $350 in rewards, but a cap of $250 is set, then the sale will earn $250.  If set to -1, the cap will be ignored.
   Rewards Card Maximum Initial Bonus	Maximum initial bonus that can be given without an override.
   Rewards Card Prefixes	Prefixes that identify rewards cards.
   Rewards Card Wording	How you refer to your Rewards or Loyalty cards.
   Rewards Earned Wording	How to word reward earnings on a receipt.  It might be best for sales tax purposes to word it as a future discount of sorts.  For example, “This purchase has earned you ___ in future rewards discounts” where the blank is replaced by some dollar amount.
   Rewards Redemption Receipt Wording	How to word reward card redemption on the receipt.  It might be best for sales tax purposes to word it as some kind of discount.
   Rewards Use Vendor Filters	Allows for items that pay out rewards to be filtered by vendor.
   Tender Card Prefixes	Prefixes that identify tender cards.
   Tender Card Wording	How you refer to your tender/give/refund cards.
   Use Category Filters With Rewards	Allows for items that pay out rewards to be filtered by category.

   
    
3. Edit settings as required.
4. Click OK to save your settings.