Referral Customer Billing & Cashback Redemption – Step-by-Step Guide

Referral Customer Billing & Cashback Redemption – Step-by-Step Guide

This article guide you through how to bill a new customer who was referred and how to apply cashback for future visits.

 Adding a Referral Customer

  • Click New Sale.

  • Click + New to add a customer.

  • Fill in the customer details (Name, Gender, etc.).

  • Mark them as a Referral Customer and click Add Customer.

Completing the Checkout

  • After the service, go to the checkout screen.

  • Choose the payment method (Cash/Card/UPI or split).

  • The total will be auto-calculated—just confirm and save.

Linking the Referrer

  • Ask: “Who referred you?”

  • Enter the mobile number of the referring customer.

  • The system will automatically link the right person.

Cashback is Auto-Added

  • Cashback is instantly added to:

    • The referrer (existing customer)

    • The referee (new customer)

Inform the Customer

  • Tell the customer about their cashback.

  • Example: “You’ve received ₹100 cashback for your next visit!”

Redeeming Cashback on Next Visit

  • When the customer comes again, head to checkout.

  • The system will show available cashback.

  • Select "Cashback" as a payement mode and finish the billing.

💡 Tips

  • Always double-check the referrer’s number.

  • If anything goes wrong, reach out to the support team.

  • Remind customers to use their cashback—it keeps them coming back!

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