It is possible to automatically expire loyalty card balances. For this, the desired loyalty card type must have the number of months entered in the field “Expires after months” (Administration → Loyalty card types).
NOTE: This is only available for RetailVista's own loyalty cards.
Once configured, a scheduled task is automatically created. This task runs every night and expires any loyalty balance older than the specified number of months.
The task can be found under:
Extra → Task planner
Here you can also review the task log.
When determining which balance should expire, RetailVista looks at the oldest earned balance first. If this balance is older than the configured number of months, it will be expired and deducted from the loyalty card. When redeeming loyalty balance, the system also always uses the oldest points first.
Each expiration is also stored as a loyalty card mutation.
Below is an example of a task log showing one card with an expired balance older than six months. The second image shows that the 20 points earned on 14/06/2024 have now expired through a correction of –20.
3/12/2025 9:50:01 AM Info Start processing expired loyalty balances
3/12/2025 9:50:01 AM Info Found 1 cards with expired balances
3/12/2025 9:50:01 AM Info Processing card 1015 with 20 expired points
3/12/2025 9:50:02 AM Info Done processing expired balances. Total processed expired balance: 10406
3/12/2025 9:50:02 AM Info Executing task number 401391 finished, task result: Done
