> For the complete documentation index, see [llms.txt](https://docs.shopwaive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shopwaive.com/shopify/shopify-pos.md). # Shopify POS Shopwaive syncs with Shopify POS enabling your employees to apply customer credit or invoice charges to in-store purchases with a single button press {% hint style="success" %} With Shopwaive, you have seven Smart Grid Tiles to choose from on Shopify POS: Account, Refund, Debit, Invoice, Admin, Redeem Gift Cards and Send Gift Cards. Offers and loyalty points are redeemed from the Account tile. If you have questions regarding any of our Smart Grid Tile solutions, just send us a quick message at or in the in-app chat, we're here to help {% endhint %} ## Smart Grid Tiles Choose from any number of Shopwaive Smart Grid Tiles on Shopify POS that precisely solve your complex business work flows. Need to send a gift card in an email or redeem a credit as a gift card, all from the Shopify POS cart? We got you covered. Need a robust NET 30 Buy Now Pay Later solution on POS, look no further than Shopwaive's Invoice tile. We're glad you're here and ready to support. First, begin by adding the **Account** Smart Grid Tile to your POS cart. This tile is the primary universal tile that displays a customer's balance, and allows for redemption for in-store checkout on the POS cart.


Account Shopify POS UI Extension	Redeem credit and earn with Shopwaive loyalty	Shopwaive.png	5	https://docs.shopwaive.com/shopify/shopify-pos-credit#loyalty-program-for-shopify-pos
Refund Shopify POS UI Extension	Refund or create a credit deposit for any custom amount	Shopwaive.png	5	https://docs.shopwaive.com/shopify/shopify-pos-credit#refund-with-shopify-pos-smart-grid
Admin Shopify POS UI Extension	Use with Shopwaive Invoicing. Override a NET 30 limit	Shopwaive.png	5	https://docs.shopwaive.com/shopify/shopify-pos-invoicing#define-an-admin-pin-and-set-invoice-limits
Invoice Shopify POS UI Extension	Create NET 30 Buy Now Pay Later charge accounts	Shopwaive.png	5	https://docs.shopwaive.com/shopify/shopify-pos-invoicing
Redeem Gift Cards Shopify POS UI Extension	Redeem as a gift code, all from the Shopify POS Cart	Shopwaive.png	5	https://docs.shopwaive.com/shopify/shopify-pos-credit#gift-cards-in-shopify-pos
Send Gift Cards Shopify POS UI Extension	Create Gift cards and send them in an email	Shopwaive.png	5

{% hint style="info" %} Need a custom solution? Reach out to us at **** and we'll build it {% endhint %} {% hint style="info" %} **Tip:** You can add Shopwaive Smart Grid tiles on the Shopify POS cart page to process invoice charges, credit, refunds, returns, and exchanges. This guide discusses how to give credit to customers with Shopify POS, if instead you wish to allow customers to charge to an invoice, see [Shopify POS Invoicing](/shopify/shopify-pos/invoicing.md) {% endhint %}

Redeem a balance in store with Shopwaive Smart Grid tiles on Shopify POS

## Settings To use Shopwaive with Shopify POS follow the steps outlined below. First, enable the Shopify POS setting toggle. To do this, follow these steps Open the app and click the left menu item labeled **Settings**

Shopify POS Invoice and Accounts Receivable — The Shopify POS tab of Shopwaive Settings

Once you click **Settings**, open the **Shopify POS** tab, tick the **Shopify POS** checkbox and click **Save**. The **Shopify POS Invoicing** section then appears on the same tab: tick it as well only if you want Shopwaive's Invoice and Accounts Receivable services for Shopify POS. Shopwaive's Invoice and Accounts Receivable services for Shopify POS are built exclusively for brick and mortar shops and works in the reverse way of Shopwaive Balances. See [Invoicing and Accounts Receivable](/shopify/shopify-pos/invoicing.md) for a more detailed description of the differences. {% hint style="success" %} When you enable Shopwaive's Shopify POS Invoicing services, Shopwaive's credit services will be automatically disabled. For merchants with both in-store and online sales channels or those that wish only to provide a credit, points, or loyalty program for their customers, its recommended to disable Shopify POS Invoicing {% endhint %} ## Checkout with Shopify POS — Step-by-step: 1. Install Shopwaive from the [Shopify App Store](https://apps.shopify.com/shopwaive) 2. Add the Shopwaive **Account** Smart Grid tile to your cart page as shown below 3. Scan items or search and add items to the cart 4. Search for your customer by email and add them to the cart. If your customer does not yet exist, click the **Add customer** tile and include their email address, then click **Save** 5. If the customer has an available balance, then it will appear as "Balance $435.55" for example, in the **Account** tile on the cart page 6. In the example below, if you click "Balance $435.55", the available balance will be applied to the order. Only the amount required will be deducted from the customers available balance 7. You can press the **Clear cart** or **Remove discount** tile at anytime to remove the applied balance from the purchase. The balance is only deducted from the customers account after the order financial status changes to **Paid** 8. Similarly, add the **Refund** and **Debit** tiles to perform deposits and debits on the customer's balance all from the POS cart. {% embed url="" %} Add the **Account**, **Refund**, and **Debit** tiles to perform convenient actions all from the POS cart {% endembed %} ## Actions with Shopify POS Though you can manually issue [credit](/shopify/accounts.md#how-to-give-credit-step-by-step) or use [Bulk import](/shopify/accounts/import-accounts.md) for any miscellaneous reason, you can also issue a balance or deposit inside the Shopify POS app based on scanned item value while processing a combination of return, exchange, and new purchase. You can perform many actions within Shopify POS with a single press of a button using various Smart Grid tiles design by Shopwaive, such as the **Account**, **Refund**, and **Debit tiles** To begin, add the **Account**, **Refund**, and **Debit** Shopwaive tiles to your Shopify POS Smart Grid.

Add the **Account, Refund,** and **Debit** Smart Grid tiles to the Shopify POS cart

## Redeem with Shopify POS Smart Grid After adding the **Account** tile, customers can redeem their available account balance if you press the **Account** tile. This will apply the customer's available balance up to the amount required to cover the total due. If the available balance does not cover the full cost, the total due will be reduced by their available balance and the customer will be required to provide another form of payment to pay the remainder. ## Refund with Shopify POS Smart Grid Customers can be refunded for items they return to your store by pressing the **Refund** tile. You simply add the items to the Shopify POS cart by searching for them in your product catalog or by scanning them into Shopify POS using the product barcode. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. The Refund tile will always equal the grand total of the customer's items in the Shopify POS cart. This makes it super easy to refund based on scanned value of an item, without the need for a receipt, order history, etc. For a miscellaneous refund amount, you can complete a custom sale. {% hint style="info" %} If completing a refund and new purchase simultaneously, after completing the **Refund**, you simply can remove the refunded items and the customer from the cart, and then add the new purchase items to the cart. Removing the items associated with the refund from the cart does not remove or effect their balance, we simply temporarily scanned them into the cart to capture an accurate value to credit the customer. After completing the **Refund**, removing the customer and then adding them back to the Shopify POS cart will refresh their available balance that will appear in the **Account** tile {% endhint %} For issuing credit refunds based on a specific order, you can do this at anytime by visiting the Order Details page of the order you wish to refund within the Shopify admin. Click the **More Actions** button at the top right of the Order page, and select **Give credit** ## Debit with Shopify POS Smart Grid You can debit a balance from a customers account by performing the same actions as with a refund, and instead, press the **Debit** tile. Add items to the Shopify POS cart. Then add the customer to the cart, if they do not exist, add them as a new customer and include their email address. If the customer is not new, but does not have an email address on file, you will need to add it before proceeding. The amount that will be removed from a customer's available balance is equivalent to the grand total in the Shopify POS cart. For a miscellaneous amount, you can complete a custom sale. A customer's available balance can never be less than 0. {% hint style="info" %} After processing a refund or debit to an account, remove the customer from the cart and then add them back to get the latest available balance to reflect on the **Account** tile before proceeding to process the order {% endhint %}

Debit a customer's balance with the **Debit** tile, redeem with the **Account** tile

In the example above, the grand total of the customer's cart is equal to $12.76. The **Refund** and **Debit** tiles equal +$12.76, and -$12.76, respectively, indicating the customer's balance can be increased or decreased by the value of the items in the current cart session. If more items are added or removed from the cart, the value of these tiles will change to match, and will always remain in-sync with the current cart value. Before these tiles will be available to take action, you first need to add a customer to the cart. New or existing customer's must have an email address. If they currently do not have an email address on file, you can add one by asking your customer to provide this information and entering the email address on their customer profile within the Shopify Admin or using the Customers tab within Shopify POS. The **Account** tile is equal to $435.55, this is the customer's existing balance available for redemption, and is independent of the current Shopify POS cart value. After processing a refund or debit of credit, remove the customer from the cart and then add them back to get the latest available balance to reflect on the **Account** tile before proceeding to process the order. ## Loyalty Program for Shopify POS Shopwaive's loyalty program pays points on Shopify POS orders as on online orders, with no Shopify Flow: set it up on the **Loyalty** page in Shopwaive. See [Loyalty](https://docs.shopwaive.com/shopify/loyalty). ### The Loyalty tile Add the **Loyalty** tile on each POS device: on the POS home screen, tap **Add tile**, then **Loyalty**. Add a customer to the sale and tap the tile: it shows the customer's points, what the sale earns, and the rewards the customer can use. Tap **Redeem** next to a reward to add it to the sale as a discount. A customer with no email on file cannot use rewards. If a device does not show the tile's latest version, close the POS app and open it again. What a point is worth: see [What points are worth](https://docs.shopwaive.com/shopify/loyalty/redeem-expiry-and-refunds#what-points-are-worth). ### Points with Shopify Flow and the Account tile (optional) The rest of this section shows the older way: points deposited by a Shopify Flow, and redeemed with the **Account** tile. It still works. Never pay for the same orders with such a flow and with a Live program on the Loyalty page: each order would earn twice. With Shopify Flow, you can build a program of your own on Shopwaive balances: custom automations, eligibility rules and conditions, expirations, and much more. Double points, custom redemption ratios and currencies, exclusions on products and collections, membership perks and tier-based rewards are all possible with Shopwaive and POS.

In the example above, the Shopwaive app settings are setup as a Loyalty and Rewards Theme, where points are earned at a rate you define. Choose the Loyalty and Rewards theme under **Settings** > **Theme**. Its **Multiplier for redemption** is under **Settings** > **Checkout** > **Redemption**: the number of points required to redeem a single unit of presentment currency at the time the reward is redeemed. For example, a multiplier of redemption of 20 means 20 points are required to redeem $1 USD, if the store's presentment currency is USD. While a program runs on the Loyalty page, **Settings** shows the theme and this multiplier read only, set by your loyalty program.

The Multiplier for redemption is under Settings > Checkout > Redemption

If you are using the Loyalty and Rewards program, you may wish to also choose a custom suffix, such as **points**.

Choose a custom prefix or suffix under Settings > Theme > Store Currency

Here's a few examples of the Smart Grid Loyalty Program with Shopwaive. Feel free to reach out to our team to learn how to add the **Account** Smart Grid Tile, update your settings to get started. You can launch your own custom loyalty program and design it exactly to your specifications in just a matter of minutes. Then, its all automated without any upkeep or changes needed. First, import the Loyalty Program Shopify Flow. Here's an [example template](https://cdn.shopify.com/s/files/1/0651/7650/2517/files/Cashback_Rewards_Program_by_Shopwaive.flow?v=1718571960) that you can import on your store from within the Shopify Flow app. You can modify this automation template anyway you wish or reach out to our team and we can help customize the template to meet your precise eligibility requirements. The Shopify Flow does one job, when an Order is created, it checks if items that were purchased are eligible for Earned points, if so it tags the Order so can easily keep track which orders were credited with points, and it deposits points to the customers' Shopwaive account balance.

Loyalty Rewards Program example for earning points or cash back with Shopify POS

The template checks if the Order was completed with Shopify POS, if you only want the the Program to be eligible for Shopify POS and exclude Online sales, then this condition is available to only deposit points for Shopify POS orders. Also, it checks if the customer has created an account with your store. They're required to have an email on file for Shopwaive to deposit points or cash back. The example template also checks if products purchased contain the word SERVICES in the title. This is just an example, but you can check Collection IDs, Product IDs, titles, and much more to exclude/include product type purchases for points. Finally, the flow uses Shopwaive's Increment balance action to increment the customers balance for eligible products that were purchased.

Shopwaive's Increment balance action is used to credit a customer with points or cash back within Shopify Flow

Notice an additional criteria is checked before a deposit is made. In the **Amount** input field, the customer's tags are checked to determine if they contain **VIP**, if so, then they earn double points, else they earn 1:1. Next, you install Shopwaive from the Shopify App Store and add the **Account** Smart Grid tile to your Shopify POS Home page. Then, add your customer and add items to the cart. If your customer has already earned points, the tile reads **Redeem** with the points below it, for example "1278 points".

The Account tile showing a customer's points

Within the Shopwaive app, you may choose the following settings: * In **Settings** > **Theme**, choose **Loyalty and Rewards** for **Type** and click **Save**. Then, in **Settings** > **Checkout** > **Redemption**, enter **20** for **Multiplier for redemption**. It is saved as you type it. This is just an example: you can choose any value, and the default is 1. {% hint style="info" %} *Definition*: Multiplier for redemption. Divides the customer's current balance by the Multiplier for redemption value. For example, a balance of 100 with a Multiplier for redemption of 20 is equivalent to a $5 reduction applied to the cart. {% endhint %}

* This example also uses a **Redemption increments** value of 500 points. The Shopwaive app shows no control for this value today; a store that already has an increment keeps it **Redemption increments** limit redemption to whole increments. For example, you can design your Loyalty Program as a 1:1 spend/earn ratio, each dollar spent earns 1 point ($1 spent = 1 point earned). With the settings in the example above, the tile shows the customer's 1,278 points. With an increment of 500 points, pressing the tile redeems the largest whole number of increments: 1,000 of the 1,278 points. A customer whose points are below one increment cannot redeem. The 1,000 points take $50 off the cart, because the Multiplier for redemption is 20: 1,000 points / 20 = $50.

1,000 points are redeemed, taking $50 off the cart

{% hint style="info" %} This is a quick introduction to Shopwaive's Loyalty Program with Shopify POS. If you don't see something you need, reach out to our team via the in-app chat, website chat, or directly via email at and if we haven't built it already; we're glad to help get you started and support updates and review new feature requests {% endhint %} ## Gift Cards in Shopify POS Conveniently redeem customer credit as an alternative form of payment using Gift Cards and Shopwaive's Smart Grid Redeem Gift Cards Tile. First, in the Shopwaive app, open **Settings** > **Gift Cards**, tick **Gift Cards** and click **Save**, then tick **Gift Cards Extension**. Then open **Settings** > **Shopify POS**, where **Shopify POS** must be on, and tick **Shopify POS Gift Cards**. Gift Cards Extension and Shopify POS Gift Cards are saved as you tick them. Until both are on, the tile reads "Must enable in app". On the Smart Grid Cart, press **Add tile** > **App** > **Shopwaive** > **Redeem Gift Cards** Then add your customer and items to the cart. The tile reads **Shopwaive: Gift cards** with the customer's balance. Press it, then press **Generate code**. Long press the **Gift code** field and select copy, then paste the code into the gift card field when you take payment. The code is for staff at the register; it is not given to the customer. {% hint style="success" %} Press the **Shopwaive: Gift cards** tile on the Smart Grid cart, then press **Generate code**. Copy the code (worth the customer's available balance) and paste it into the gift card field when selecting a form of payment {% endhint %} With Shopwaive's Shopify POS Gift Card extension, your customers credit applies toward the full cart costs, inclusive of line item merchandise, taxes, shipping, and fees. Combinations with other forms of payment is made easy with Shopwaive's POS extension, and makes bookkeeping and reporting seamless and organized. Keep track of customer redemption through Shopwaive's unique identifier, that's simple and intuitive to search, filter, export, and segment within the Shopify Admin.