---
title: Points History
description: View, filter, and export every loyalty points transaction in your store.
---

Points History is your complete, permanent record of points activity  every time a customer earns or spends points, for any reason, a row is added here. It's the first place to look whenever a customer asks "why is my balance what it is," and it's also where you export data for accounting. Open it from **WooCommerce → Points History**.

<img src="/pointbay/assets/screenshots/points-history-full-table.png" alt="Full Points History screen with the transaction table" data-lightbox="true" />

---

## The History Table

Each row shows:

- **ID**  the transaction number.
- **User**  the customer's name and email.
- **Type**  a **Credit** badge for points added, or a **Debit** badge for points removed.
- **Amount**  how many points were added or removed.
- **Reference**  what caused it. See the full list of reference types below.
- **Description**  a plain-language explanation, such as "Points earned on order #4849."
- **Date**  when it happened.

You can sort by **ID**, **Amount**, or **Date** by clicking that column's header.

---

## Common Tasks

### Find a specific customer's history

1. Type their name or email into the **Search Ledger** box.
2. Press Enter or click **Apply Filters**.
   ![Search Ledger box with a name typed in and filtered results](/pointbay/assets/screenshots/points-history-search-customer.png)

### Narrow down by transaction type or cause

1. Use **Filter by type** to show only **Credit** or only **Debit** rows.
2. Use **Filter by reference** to show only one kind of event  the available reference types are **Order**, **Order Reversal**, **Refund**, **Review**, **Referral Bonus**, **Referral Reversal**, **Manual Adjustment**, **Referral Signup Bonus**, and **Referral Signup Reversal**.
3. Click **Apply Filters**.
   <img src="/pointbay/assets/screenshots/points-history-filter-bar.png" alt="Filter by type and Filter by reference dropdowns" data-lightbox="true" />

### Export records for accounting

- Click **Export to CSV** (top of the page) to download the full, currently filtered list, or
- Select specific rows with their checkboxes, choose **Export Selected** from **Bulk actions**, then click **Apply** to export just those rows.
  ![Export to CSV button and bulk-action Export Selected control](/pointbay/assets/screenshots/points-history-export-csv.png)

The file downloads as `pointbay_ledger_export_<date>.csv` and includes the user, type, amount, reference, description, and date for every exported row.

### Credit or debit a customer by hand

Click **Adjust Points** (top of the page) to open the manual adjustment form. See the full walkthrough on [Manual Adjustments](/pointbay/admin/manual-adjustments/).

---

## Reading a Real Ledger

A typical customer's history tells a story if you read it top to bottom. For example, a sequence like:

| Type | Amount | Reference | Description |
|---|---|---|---|
| Credit | 500.00 | Registration | Welcome bonus for creating an account |
| Credit | 38.00 | Order | Points earned on order #4842 |
| Debit | 60.00 | Refund | Partial refund  points adjusted |
| Credit | 500.00 | Referral Bonus | Referral bonus  a friend placed a first order |
| Debit | 500.00 | Referral Reversal | Referred order refunded  referral bonus reversed |

...shows a customer who signed up, made a purchase that was later partly refunded, successfully referred a friend, and then had that referral reversed when the friend's order fell through  all without you needing to reconstruct any of it from order records.

---

## Troubleshooting

- **A customer's balance doesn't match what they expect**  filter their history by their name/email and read every row chronologically; the balance is always the sum of every credit and debit shown.
- **Export downloads an empty or unexpected file**  the CSV export respects whatever filters are currently applied; clear filters first if you meant to export everything.

See [Troubleshooting](/pointbay/resources/troubleshooting/) for more general issues.

## Related

- [Manual Adjustments](/pointbay/admin/manual-adjustments/)
- [Earning Points](/pointbay/features/earning-points/)
- [Redeeming Points](/pointbay/features/redeeming-points/)
