You can adjust a customer's loyalty balance directly from Shopify in three ways: one-off from the customer's profile in Shopify admin, automated through Shopify Flows, or in person at the register with Shopify POS.
From the Customer Profile ¶
Open any customer in Shopify admin, click More actions in the top-right, and pick Adjust loyalty balance. A modal opens with the customer's current balance, a toggle for Increase or Decrease, an Amount of Points field, and a required Reason. The projected balance updates live as you type.
This is the fastest way to make a one-off adjustment while you are already inside a customer profile, for example after handling a support ticket or processing a return. For the full walkthrough, including the Send loyalty card action that lives in the same menu, see Loyalty Actions from the Shopify Customer Profile.
From Shopify Flows ¶
Use the JeriCommerce Balance increase and Balance decrease actions to change balances automatically when something happens in your store. See Adjust a points balance for the fields and what happens when they run.
From Shopify POS ¶
Adjust balances on the spot from the register by installing the Loyalty tile from the JeriCommerce app.
Add a customer to the cart
Scan the customer's wallet pass to associate them with the cart. See how to scan wallet passes on Shopify POS.
Open the Loyalty tile
Tap the Loyalty tile to see the customer's current balance.
Adjust the balance
Tap the balance to open the adjustment screen. Enter the amount and a reason.
Balance changes from POS apply immediately — they do not wait for the order to be completed.
