Loyalty Balance

This shows loads, redemptions, and cash-outs for the period you've selected — kept separate from the total stored value you currently owe Patrons.

Three tiles follow your date filter:

• Loads — money Patrons added
• Redemptions & Cash-Outs — stored balance spent or cashed out (shown in parentheses)
• Net Change — the difference between the two

One tile ignores the date filter on purpose:

• Total Outstanding Balance — all unspent stored value you currently hold, as of today. This is a liability, not revenue, and it matches the stored-value rollforward in your accounting reports.

Balance IDs shown here are masked codes — no Patron names, phone numbers, or card numbers appear on this page.

FAQ

Why doesn't Total Outstanding Balance change when I change the dates?
It's a snapshot of what you owe right now, not activity over a period. The three activity tiles are the ones tied to your date range.

Is a gift-card load counted as revenue?
No. A load just increases the balance you owe the Patron. Revenue (and sales tax) is only recognized later, when that balance is actually spent on a purchase — a redemption is a payment method, not a discount.