Function #28: Automatically calculate Customer Loyalty points

Function #28: Automatically calculate Customer Loyalty points

Hello everyone, and welcome back to our series! Today, we're excited to share a workflow designed to streamline the management of loyalty points. 

Many businesses offer incentives or rewards in the form of loyalty points to their customers as a way to promote recurring business and build customer loyalty. These points are typically earned by making purchases, which customers can accumulate over time and then redeem for various rewards, such as discounts, free products, credit points, gift cards, or other perks. 

Manually calculating the loyalty points for every customer's purchase can be a laborious and time-intensive process, particularly when you're managing a substantial customer base. But don't fret! Our custom function is here to save the day. The function will automatically calculate the loyalty points earned for each transaction and also generate a credit note once the specified limit is reached.

Here's how it works:

Whenever a customer makes a purchase and pays off the invoice in Zoho Books, the custom function gets executed. It calculates the loyalty points earned from that transaction and stores them in a custom field (created to accumulate the loyalty points). This process continues until the customer's loyalty point limit is reached. Then, the function automatically generates a credit note for the customer and resets their loyalty points. This credit note can be applied to the customer's next invoice, reducing the amount to be paid.



Prerequisites: 

1. Create a Connection named "zbooks" to successfully execute the function. You can watch the GIF attached below to learn how to create the connection.



2. Create a Number type custom field named "Loyalty points" for the Customers module. This field will store the points earned by a customer.




Custom Function:

Navigate to Settings -> Automation -> Custom Functions -> +New Custom Function > Add the function code from this GitHub link. Then, check and update the following variables as required.

1. minLoyaltyAmount - The purchase amount required for a customer to earn one loyalty point. For instance, if $500 spent equals 1 loyalty point, input 500 as the minLoyaltyAmount.
2. loyaltyFieldName - Copy and paste the API name of the custom field created in the Customers section to store loyalty points.
3. loyaltyLimit - Specify the limit to determine when loyalty points can be redeemed in the form of a credit note. For example, if a credit note should be generated when a customer accumulates 100 points, enter 100 as the loyaltyLimit.

Workflow Rule: 
 
Go to Settings -> Automation -> Workflow Rules -> +New Workflow Rule and set up the workflow rule as shown below:-






In the final step of this workflow rule, associate the custom function you created and then hit Save.

Should you require any help in customizing this function to better suit your requirements, don't hesitate to reach out to us at support[at]zohobooks[dot]com. We will be happy to assist you!

Regards,
Shireen Farhana 
Zoho Books

    • Recent Topics

    • Automatic Portal invite

      We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow? Latest Update (December 2025): The option to automate portal invitations

    • Marketer's Space: Why mobile optimization deserves a place in your email strategy

      Hello Marketers, Welcome back to Marketer's Space! Today, we'll talk about the importance of creating mobile-friendly email designs. While mobile phones were once used only to make phone calls, today they're used for almost everything, including texting,

    • Enhancements in Canvas

      Dear All, Greetings! Canvas lets you design the record details page to suit your brand or business preferences. We are glad to introduce the following enhancements to uplift your design experience. Reusable Components Style Presets Let's go! Reusable

    • Introducing Dark Mode / Light Mode : A New Look For Your CRM

      Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

    • ABN with Legal Entity Name

      Hi, How can I execute this? The ABN number is entered in Accounts Module and ideally, it should display or suggest the correct Legal Entity Name based on the ABN lookup. ex. Account Name: JPG Resources ABN Number: 65 067 761 871 Legal Entity Name: (auto

    • Zoho Cliq not working on airplanes

      Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,

    • Detailed Account Reports - Add Running Balance

      When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

    • Issue: Ticket Export Does Not Include Ticket Threads

      Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary

    • Pushover Notification Module

      Hello, it would be good if there would be a "Pushover" (https://pushover.net/) module besides the standard SMS module. Pushover is now very well known, especially in IT, and is becoming more and more popular. The biggest advantage are the customizable

    • Forward - no Ticket Number

      Hello, when I send an email to Zoho Desk via Reply or Reply All, the ticket number is in the subject line. But if I use forward then not. Is there an option to change this? We often forward e-mails and a reply to this will of course create a new ticket

    • Checkout: Adding Images

      Hello everyone, I’m trying to add a small GoGreen logo in the shipping section of the checkout to promote our sustainable shipping. While I can insert text without any issues, it seems that adding images is not supported in this area. Is there currently

    • Sortie de Zoho TABLE ??

      Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

    • [solved] #original_sender trick not working for us

      Hello community ! We really like DESK.. it's working like a charm for us but I have a request. Some users are sending emails personnaly to me (instead of using the support adress).. and I saw there was a possibilty to use : #original_sender {mail@mail.com}

    • SalesIQ Chat Notifications

      I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop the

    • Correlated subqueries not supported in Zoho Analytics. This creates huge limitations

      Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "Bill

    • Unknown table or alias 'A1'

      I would like to create a subquery but i am getting the following error: Unknown table or alias 'A1' used in select query. This is the sql statement:  SELECT A1.active_paying_customers, A1.active_trial_customers, A1.new_paying_signup, date(A1.date_active_customers), 

    • Batch Emails in CRM Plus without using a template?

      Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.

    • bank charge

      a charge to my account was made that I did not authorize, of $16.46, for something that looks like "computer maintenance or something to that matter". please refund.

    • [Free Webinar] Product Updates: Quick Catch-Up Session - Part II - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions designed for developers, administrators, and app builders.

    • Introducing Liquid Glass UI on the Zoho Mail iOS app

      Hello everyone! We're excited to announce that the Zoho Mail app is now fully optimised for iOS 26's Liquid Glass design on both iPhone and iPad! The updated interface features transparent layers, smooth animations, and refined visual elements that enhance

    • Plan change from Zoho One to Zoho Workplace

      Hello Zoho, Following the recent pricing update for Zoho One, we are interested in transitioning to Zoho Workplace products. Please inform us about the necessary steps for this process so we can proceed promptly. Kind regards,

    • Partner with HDFC And Sbi Bank.

      Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

    • Links in Instagram

      Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

    • Spotlight #7 - Automatic Transitions in Blueprint

      Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

    • Sub Folders

      It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 

    • Zoho CRM Community Digest - November 2025 | Part 2

      Hello Everyone! Second half of November brought several exciting updates, especially around Zia, making AI assistance smarter, faster, and more context-aware. We also feature engaging community snippets highlighting members who went the extra mile to

    • Zoho CRM - Writing Assistant Tone

      Hi Zoho CRM Team, Text in my emails often gets underlined in yellow because I tend to use a more informal tone with my client's, like using "I'm" instead of "I am". Is there some way for me to tell the system that this is my preferred writing tone, so

    • Hide Contact Number for Field Users & Agents

      Is it possible to hide the contact number in both the Service Appointment and Work Order modules for field users and agents? The agents are using the Zoho FSM mobile app, and we want to restrict them from viewing the contact number.

    • Zoho Flow Credits

      Hi , I would like to ask the reason why every time I added plus credit but few days later I will return back to default? (as below I add credit to 3000 but today It change back to 1000) Most important is, when the credit fully used, not any reminder to

    • Form Submission Emails

      Is there a current delay with submission emails being sent? We've had 10-20 forms completed today but only a handful of emails.

    • What is the simplest way to import PST to Yahoo Mail?

      The simplest way to import PST file into Yahoo Mail is to use a third-party tool that supports direct PST-to-Yahoo migration. Software like Aryson PST Converter lets you upload emails, contacts, attachments, and folders from a PST file straight into your

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • 【Zoho CRM for Everyone】設定画面のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、Zoho CRM for Everyone の設定画面のアップデート情報をご紹介します。 目次 設定ホーム画面の追加 設定画面での検索結果の表示形式の変更 設定画面でのよく使用する機能の表示 設定メニューの展開/折りたたみ状態の保持 1. 設定ホーム画面の追加 ホーム画面の設定項目は、直感的に分類できるように"カテゴリごと"で分けられています。 このような一元化された表示により、各ツールが1つの画面に集約され、必要な機能をより簡単に見つけられるようになりました。

    • What's New - November 2025 | Zoho Backstage

      A new month, a new set of updates. With a mix of new features and thoughtful improvements, you get smoother workflows and better control across registrations, exhibitors, and communications. Let's take a look at what's new and enhanced in Zoho Backstage

    • Zoho Checkout - Duplicate Customer record created for each payment received

      Hi All. We are using Zoho Checkout to capture online payments for a club membership form (in Zoho Forms). We've noticed that each new payment seems to create a new customer record, regardless of whether the customer already exists in the Zoho Finance

    • Zoho public comments are confusing and unnecessary

      Hi, we use zoho desk and have issues with public comments. We started using them because the "Reply" option just seemed very clumsy because of the following reasons: - the top "Reply" button starts what seems to be a regular email, showing the entire

    • Templates for Zoho Desk - Knowledge Base

      We are looking at migrating our Knowledge base into Zoho Desk. Is there a way of creating templates for article in Knowledge base. We want to be able to set templates for certain types of content. Is this possible

    • Import KB template OR Export template for zoho desk?

      Greetings. Can you tell me if there is a way to get an EXPORT of my KB articles? OR is there a template you supply for importing KB articles into my zoho desk? I am looking for a method of understanding what fields can be imported, and what their possible

    • What KPIs Do You Use to Measure Your Support Team’s Performance in Zoho Desk?

      Hi everyone, We hope you’re all doing well. We are trying to improve how we measure the performance and effectiveness of our support department, and we would really appreciate learning from the community. We assume there are several common and widely-used

    • Next Page