In the Invoice/Quote module, you can scan or search for a customer’s Rich Rewards ID when you process a sale or to create a new Rich Rewards account. We recommend that you use this feature to help you promote the Rich Rewards program.
- On the File menu, click Setup.
- Click the Rewards tab.
- To prompt for a rewards ID when you create a new invoice, in the Rich Rewards pane, click the Rewards # Prompt Beginning of Invoice
- To prompt for a rewards ID when you start the checkout process, in the Rich Rewards pane, click the Rewards # Prompt End of Invoice.
- Click Save, and then click Close.
If you have questions or suggestions about this information, contact firstname.lastname@example.org.