Approving receipts uploaded by customers

Review the receipts customers upload to earn points, check the VAT number and approve or reject with a swipe.

Approving receipts

Customers can upload a photo of a receipt to earn loyalty points. Before the points are credited, though, it's up to you to check that the receipt is valid. The "Receipts" page shows you the pending requests one at a time, like a stack of cards to approve or reject.

How a request looks

At the top you see the count "X / Y pending". Each card shows:

  1. The photo of the receipt uploaded by the customer (tap it to enlarge).
  2. The customer's name and the upload date/time; if it's old the "Over 48h ago" badge appears.
  3. "Amount" in euros and "Points" to be credited.
  4. "Receipt VAT number" and "Receipt date" (or "Not detected" if they couldn't be read from the photo).

Checking the VAT number

Puntify compares the VAT number read from the receipt with your shop's and shows a notice:

  • "VAT number verified — matches the shop": all in order.
  • "VAT number DOES NOT MATCH": the receipt may not belong to your shop, check carefully.
  • "VAT number not detected — verify manually": the photo wasn't readable, it's your call.

Approving or rejecting

  1. To accept, tap "Approve" (or swipe the card to the right): the points are automatically credited to the customer, who gets a notification.
  2. To reject, tap "Reject" (or swipe to the left): no points are assigned.
  3. If you have many valid requests, use "Approve all" at the top: the confirmation "Approve all? You are about to approve X receipt requests. The points will be credited automatically." will appear.
  4. When done you see the summary "Session complete — Approved: X · Rejected: Y" and you can press "Check again". When there's nothing to do, "All clear" appears.

Common questions

Who decides how many points to give? The points are calculated based on the receipt amount and shown in the "Points" field before approval. What happens to the customer if I approve? They immediately receive the points and a confirmation notification. And if the VAT number doesn't match? Puntify flags it but the decision stays yours: reject if the receipt isn't from your shop. Can I do it from any device? Yes: the screen works on phone and tablet, with the swipe, or on desktop with the "Approve" and "Reject" buttons.

Our team is here for you. Write to us and we'll help.

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