FOCUS 01⊙
Customer rewards and credits
Record fieldCustomer-linked rewards
Customer-linked rewards
Make the beneficiary clear through a person or company association. Search for the relevant code, title or customer context.
Business / Discount, service credit and gift records
Customer rewards, discounts and service-credit records
Organize discount, credit, gift or upgrade decisions with the relevant customer, status and expiry date.
PRODUCT VIEW
See how it works.
Keep a clear record of customer discounts, service credits, gifts and upgrades. Hubz Rewards records these decisions with title, description, type and status. Link a person or company, retain an appropriate discount percentage and code, and track validity. Available benefits and records needing expiry review help the team reassess a promise at the next operational step.
EXPLORE THE PRODUCT
Sample viewCustomer rewards and credits
01Define the decision
02Record the conditions
03Review usage
FROM NEED TO OUTCOME
Where this helps.
When it is unclear who granted a discount or service credit, applying the agreed scope becomes harder. An expired benefit may also be mistaken for a current one.
WHAT YOU CAN WORK TOWARDS
Keep the reason, status and validity of a customer benefit in a shared record, while separating its application from the financial transaction.
STEP BY STEP
How to use it.
- 01
Define the decision
Choose the reward type, title and description. Link the relevant person or company where appropriate to identify the customer.
- 02
Record the conditions
Enter any applicable discount percentage, code and expiry date. Update status according to the actual operational result.
- 03
Review usage
Search available, issued, used, expired or canceled records, and separately review those needing a validity check.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Customer rewards and credits
Record / contentStatusOwner
Types and conditions
Use existing types such as discount, service credit, gift or upgrade, recording descriptions, percentages and codes where appropriate.
FOCUS 03↗
Customer rewards and credits
✓Status tracking✓Review usage✓See what is included
Status tracking
Keep issue, use, expiry and cancellation distinct. A record's existence does not mean the benefit has been used.
FOCUS 04◇
Customer rewards and credits
Record fieldValidity review
Validity review
Find records needing review through date and availability scopes. Handle actual application and customer communication through the relevant team process.
IN EVERYDAY WORK
What it looks like in practice.
After a service problem, a customer receives a discount on a future new service.
Record the promise with its code and expiry so the team can see the decision during quote preparation.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Customer reward, credit and gift records are included in Business.
- A record does not create an automatic payment, coupon redemption system or accounting transaction.
- Actual application to a service or quote and communication to the customer are separate actions.
YOUR QUESTIONS
About this feature.
01Does a credit record automatically change the customer's invoice?+
No. It tracks the benefit and its status. Invoicing, payment or application to a service happens separately in the relevant commercial process.
02Can I distinguish expired records?+
Use status and validity-review scopes, considering the recorded dates and current status together.
RELATED WORKFLOW GUIDES
You may also need these features.
Support ticketsTrack support requests by status, priority, latest customer reply and resolution date.↗Knowledge baseTurn support answers into searchable articles, with titles, summaries, categories and a clear draft, published or archived status.↗Support satisfactionSee which surveys are unanswered, which received low ratings and which customers still need help.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Customer relationships
Keep contact details, company relationships and past conversations in one shared record.
Quotes and contracts
Record the products and services offered to a customer in quotes, and organize contract drafts, revisions and archives together.
Customer support
Manage support as a continuation of the customer relationship, adding knowledge-base, satisfaction and reward records with Business.