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Launch cashback with a receipt

Give your members back a percentage of what they spend: they upload a photo of the receipt, you validate it and the cashback is ready to pay. It takes about 30 minutes.

Before you start
  • Permissions: Creating Campaign, Editing Campaign, Review and change evidence status and Cashback · Growth edition or higher.
  • You have a programme and registered members.
  • To read receipts automatically, set up OCR.

1. Define cashback per product (optional)​

If the cashback varies by product, go to Catalogue › Products, open the product and fill in Cashback amount (fixed) or Cashback percentage. Otherwise, the campaign percentage applies. More in Cashback.

2. Create the campaign​

Go to Campaigns › All campaigns and click Create New.

  1. In Type, choose Cashback.
  2. In Details, fill in Campaign name, Programme and the dates.
  3. In Configure, set:
    • Cashback percentage (%), between 0.1 and 50.
    • Minimum ticket (€).
    • Maximum per transaction (€, optional) and Maximum per member per month (€, optional), to cap spending.
  4. In Review, click Create campaign.

3. Ask for the receipt​

On the campaign page, open Participation and click Configure participation. Turn on the Receipt/photo trigger and, in the Receipt/photo block:

  • Read the receipt with OCR.
  • Approve automatically when the OCR reading clears the threshold, if you only want to review the doubtful ones.
  • Duplicate detection, so the same receipt can't be paid twice.

To notify the member, use Notify the participant when their photo is reviewed in the General tab.

4. Activate the campaign​

Click Activate in the header of the campaign page. From then on, members can upload receipts. How members do it: Scan and upload receipts.

5. Review the receipts​

Go to Operations › Evidence review, filter by your campaign and review those in Pending with Approve or Reject. If the amount read is wrong, correct it in Override amount (optional) before approving. See Evidence review.

When you approve a receipt, the system calculates the cashback and creates a pending payout.

6. Pay the cashback​

Go to Operations › Cashback. Each row is a payout request from a member:

  1. Click Approve and confirm.
  2. Make the transfer or export the batch with Export SEPA Batch.
  3. Click Complete and, if you want, add the Bank transaction reference (optional).
danger

These payments move real money. Approve and complete only after checking the bank statement. See Cashback: payouts and projection.

Check that it works​

  • Upload a test receipt as a member and approve it: the payout appears in Operations › Cashback with the expected amount.
  • Check what the member sees in Collect your cashback.
  • A second submission of the same receipt is rejected as a duplicate.

Next steps​