Points Ledger

The Points Ledger is the central source of truth for all points activity in LoyaltyBay. It lists every credit and debit transaction in an immutable, append-only table.

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Admin Ledger Overview

To view the ledger:

1. Log in to your WordPress admin panel.
2. Navigate to WooCommerce > Loyalty.
3. The main panel displays the Points Ledger table, built with a modern, responsive React interface.

Ledger Table Columns

• ID: The unique transaction database ID.
• User: The customer’s display name and email address.
• Type: Indicated by distinct color badges:
  • Credit (Green): Points added to the balance.
  • Debit (Red): Points deducted from the balance.
• Amount: The number of points added or subtracted.
• Origin: Source of the transaction: SYSTEM (automated hooks) or ADMIN (manual adjustments).
• Reference Type: The source event that triggered the transaction. Valid references are:
  • order — Points earned on a WooCommerce purchase.
  • refund — Points deducted due to a full or partial refund.
  • registration — Registration bonus points.
  • review — Bonus points for an approved product review.
  • referral — Points credited for referring a customer.
  • admin — Points manually adjusted by an administrator.
  • expiry — Points removed due to expiration.
• Reference ID: The database ID of the source event (e.g. WooCommerce Order ID, WordPress User ID, Comment ID).
• Description: Explanation of the transaction (e.g. “Points earned for order #1234”).
• Date: The exact timestamp the transaction was written.

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CSV Export

You can export ledger reports for accounting, auditing, or marketing operations:

1. Click the Export to CSV button in the top right action bar.
2. The browser will automatically download the CSV file containing the ledger records.

The CSV export ignores table pagination limits, exporting the entire ledger dataset.