For: Owners, Operations, Marketing
Where: Grow > Loyalty > Balances
Available: Web dashboard and Zyda phone app (Android) · All countries
Needs: An active points or cashback program
Points and wallet money are a promise to your customers. Balances shows how much you owe them, what they spent, and what is about to expire.
How it works
Balances opens the page for your active program:
- With points: the Points ledger, every point earned, redeemed, expired or adjusted.
- With cashback: the Wallet ledger, every amount added to or taken from customer wallets.
Points balances
- Go to Grow > Loyalty > Balances.
- Choose a period: Today, Last 7 days, Last 30 days, Last 90 days, All time or Pick dates.
With All time, the top card shows Outstanding points: the points your members hold now. The line under it checks the sum: Issued − Redeemed − Expired ± Adjusted = Outstanding. Reconciled means the sum matches.
You also see Issued, Redeemed, Expired and Redemption rate (redeemed points as a share of issued points). An alert shows the points expiring in the next 30 days.
Wallet balances
The top card shows Amount in wallets and how many customers hold it. Lifetime activity shows Issued, Redeemed, Reversed and Refunds. An alert shows the amount expiring in the next 7 days.
The wallet holds more than cashback:
| Type | Where it comes from |
|---|---|
| Cashback | Your cashback program |
| Promo cashback | An Autopilot cashback incentive |
| Refund | An order you refunded to the wallet |
| Compensation | Extra you added when refunding to the wallet |
| Redeemed | Wallet money spent on an order |
| Reversed | Cashback taken back after a cancellation or refund |
| Expired | Cashback that reached its expiry date |
You need permission to view Transactions to see the wallet totals.
Find and export transactions
- Search by name or phone, or filter by Type.
- Select Export CSV.
The file has the rows that match your filter, up to 5,000 rows. For more, export one period at a time.
Common questions
What does "Doesn't reconcile" mean?
The sum of issued, redeemed, expired and adjusted points does not match the points members hold. Contact Zyda support with the period you selected.
Why is there no Balances tab?
Balances shows only while a points or cashback program is active.