--- title: "Customer Profile: Discount Card" description: "Learn how to add or deduct client transaction amounts and track discounts within customer profiles in Loyally." url: https://help.loyally.ai/en/articles/122-customer-profile-discount-card collection: "Customer Profile" updated: 2026-09-03 language: en --- # Customer Profile: Discount Card Learn how to add or deduct client transaction amounts and track discounts within customer profiles in Loyally. Learn how to manage **Discount Card** transactions from a customer’s profile in **Loyally**. From this section, you can manually add or deduct transaction amounts, update balances, and ensure accurate tracking of customer discounts and refunds. * * * ## 🧭 Overview From the customer’s **Discount Card** profile, you can: - Add or deduct transaction amounts - Adjust balances for purchases or refunds - Automatically calculate discount values based on card rules - Track changes directly in the customer’s transaction history * * * ## 💰 Add or Deduct Client Amount You can manually adjust a customer’s transaction amount directly from their profile. This lets you correct or record transactions that affect their discount balance. * * * ### ➕ Adding a Transaction Amount 1. Open the customer’s profile. 2. Locate the **Transaction Amount** section. 3. Click the **“+” (plus)** icon to increase the balance. 4. A popup will appear with the following fields: - **Value:** Enter the same amount as in the **Purchase Amount** field. The system uses this figure to calculate the discount based on your card’s setup. For example, if your discount rate is **1%** and you enter **$50**, the system automatically applies a **$0.50 discount**. - **Purchase Amount:** Enter the transaction’s total purchase value — this could represent a sale, a refund, or another relevant financial adjustment. - **Comment (optional):** Add internal notes about the transaction for reference. 5. Click **Apply** to confirm. ✅ The system records the new entry as a **discount amount** and updates the customer’s LTV and history accordingly. ![](https://staticfiles.gleap.io/ghelparticle/qbQNcEKMAARWMejNQWKf7hnFlQqJrNGrmet9NIasGW62WNC0e1N9ZBazgofY0iOSPucnKrrSFHE.png) * * * ### ➖ Deducting a Transaction Amount If a transaction was entered in error or needs adjustment, you can deduct it directly from the same section. 1. Click the **“−” (minus)** icon beside **Transaction Amount**. 2. Enter the **Value** and **Purchase Amount** (usually the same). 3. (Optional) Add a **Comment** explaining the deduction. 4. Click **Apply** to confirm. 📉 The system records this as a **refund of amount spent** in the customer’s transaction history. ![](https://staticfiles.gleap.io/ghelparticle/FbUwa1PxxrX28cdpEmvEWwKwH9WbLz0l7ngTyDXiijBkUtw95sUxayvc9iLmRakLmmor09ewyKh.png) * * * ## 🧾 How Discounts Are Calculated Discounts on the card are automatically calculated based on your loyalty rules. The **Value** and **Purchase Amount** fields must align to ensure accurate discount computation.

Field	Description
Value	The entered figure used to calculate discount according to the card’s percentage.
Purchase Amount	The total transaction value — used for financial reference and discount computation.
Result	The system automatically applies the corresponding discount percentage to this amount.

* * * ## 🧠 Summary The **Customer Profile (Discount Card)** allows you to easily manage and adjust discount-related transactions for each customer. Every action — whether adding or refunding — is logged transparently in the customer’s profile and factored into their loyalty calculations.