Where do I add the two variables to the template?
The “Earned Loyalty Points” and “Loyalty Points Balance” variables only appear when the “Clients Loyalty Points” app is enabled; if the app is disabled, they disappear completely from the list.
- From the sidebar menu, go to Templates, then Printable Templates.
- Select Invoices and Estimates.
- Open an existing invoice template or create a new design.
- From the left-hand sidebar inside the design builder, click Custom Fields.
- Click the Add More Fields button.
- Select the required variable from the dropdown list:
- Earned Loyalty Points
- Loyalty Points Balance
- Once the field is added, it appears in the added fields list with two arrows (▲▼) next to it — use them to change the field’s position (up or down) within the additional fields list.
- Click Save to apply the changes