---
title: "Viewing and Managing Reward Points Balance"
slug: "viewing-and-managing-reward-points-balance-1"
updated: 2026-08-10T20:17:03Z
published: 2026-08-10T20:17:03Z
canonical: "help.idibilling.com/viewing-and-managing-reward-points-balance-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Viewing and Managing Reward Points Balance

Whenever points are added to or subtracted from an account, the account posting process updates the balance by settling debit points (points that have expired) against credit points (points added by the billing operation).

Basic Business Rules:

- Debit points settle against the points that are closest to expiration first, then against the points next closest to expiration, and so on.
- Unposted reward points are not available for use by the tendering operation.
- All transactions (manual adjustments, tendering debits, expiration debits) immediately post to the account EXCEPT reward points that are added by the billing operation. Reward points created by the monthly bill operation do not post until the bill period has been approved. This allows you to review the invoices and their associated reward points, make changes if necessary, and then rebill, without being concerned that the reward points may have already been used by a customer between the initial bill and a rebill.

The Balances tab displays a list of customer Reward Point transactions when you select Reward Points from the list. The upper pane lists posted transactions. The lower pane lists unposted transactions. The following transactions are valid transactions for Reward Points.

| Transaction | Type | Description |
| --- | --- | --- |
| Credit from billing | Reward | ***Invoice number*** |
| Debit from POS transaction | Redeem | Reward Cash for Transaction ***receipt number*** |
| Expiration of points | Adjustment | Expiration of Points |
| Manual adjustment | Adjustment | ***Adjustment type*** |

#### Managing Reward Points

With the appropriate permissions, you can make adjustments (debit or credit) to the existing Reward Points balance.

To enter an adjustment:

- From the Actions sub menu select **New > Adjustment**.This displays the Add Reward Point Adjustment window.

![AddRewardPointAdjustment](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70174.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A57Z&se=2026-11-14T11%3A51%3A57Z&sr=c&sp=r&sig=AuyitARXbhOpCj0efrxrfEQszbzUAPx8xz0X4L%2B4wRY%3D)
- Enter the appropriate information and click **Save**.

| Amount | Number of Reward Points for this adjustment. Negative amounts are debited from the account. |
| --- | --- |
| Days to Expire | Select this field and specify the number of days from the effective date before the points expire. > [!NOTE] > Note > > This field is not available if a negative number is entered in the Amount field. |
| Effective Date | Date the adjustment takes effect. |
| Expire Date | Select this field and the date the associated points expire. > [!NOTE] > Note > > This field is not available if a negative number is entered in the Amount field. |
| Adjustment Reason | Select the appropriate adjustment reason from the list. |
| Description | Additional information about the adjustment displayed in the Description column of the Reward Points transaction list. |