For Heartland Retail POS merchants
Before you get started
Here are a few key details to note about automatically removing loyalty points for orders with Heartland Retail POS:
If the order is canceled or returned, points are automatically removed when the payment status is Void.
You can adjust these rules under Settings > Loyalty > Points Program.
When are customers’ loyalty points removed?
⚠️ Important: By default, points are removed if the payment status is Void.
1. In your Marsello admin, go to Settings > Loyalty > Points program
2. Under Heartland Retail > Order Rewarding, view Cancel Points when Payment Status is one of:
💡Optional Step: You can update the cancel points when payment status is one of: setting to better suit your program
Option 1 – Remove the Void status
→ Customers will keep their points even if the order is refunded
Option 2 – Leave the setting as is
→ Customers’ points will be removed if the order’s payment status is updated to Void
3. Click Save
How to check the ticket's payment status in Heartland
1. In your Heartland Retail POS admin, in the top nav, go to Sales
2. Click Tickets
3. Search for the purchase by Customer Name, Ticket ID
3. On the ticket line item, find the ticket's Payment Status to compare with your Marsello loyalty order rewarding settings for earned or removed points.
Your customers' experience
When the customer makes a purchase, their purchase's ticket details and payment status are automatically synced into your Marsello account.
Removed points
When a customer returns a purchase or cancels a sale, the ticket and its updated payment status sync automatically with your Marsello account.
If the new payment status aligns with your Marsello Order Rewarding settings, the customer's loyalty points are automatically deducted from their profile.
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