Submit Receipt
Reward customers for offline purchases by letting them upload receipts for verification.
Overview
Submit Receipt is an earning program that allows customers to upload photos of their purchase receipts. Store staff review the submissions and approve or reject them. Approved receipts reward customers with points or discounts.
Use case: Merchants with physical stores or POS systems who want to reward in-store purchases through the loyalty program.
How to set up
Step 1: Create the program
Go to Reward programs → Earning programs → Add new
Select Submit receipt
Configure:
Program name and Description
Start/End date (optional)
Reward type: Points, Amount discount, or Percentage discount
Differ by VIP tier (optional)
Step 2: Set submission limit (Anti-cheat)
Prevent abuse by limiting how often customers can submit receipts.
Toggle On to enable limit
Set the time frame (e.g., 10 submissions per 1 day)
Step 3: Save and activate
Click Save to create the program. Make sure the program status is Active.
Customer experience
Submitting a receipt
Customers can upload receipts from:
Widget → Way to earn → Submit receipt program
Loyalty page → Block "Way to earn" → Submit receipt program
They can upload multiple images (JPG, PNG, JPEG, max 5MB each) in one submission.
After submission
Customer sees a success message
Receipt status is Pending until staff reviews
Once approved → reward is granted, logged in activity history
If rejected → no reward (optional: send notification via Shopify Flow/Klaviyo)
Admin review process
View submitted receipts
Go to Activities → Submitted receipts to see all submissions.
Table columns:
Receipt ID
Customer email
Submitted time
Status (Pending / Approved / Rejected)
Actions
Use AI Suggestion
Click Ask AI to analyze the receipt image. AI will extract:
Customer info (name, phone, email if visible)
Store info (name, address)
Order info (items, amounts)
Recommendation: Approve or Reject with confidence %
Approve or Reject
Approve: Customer receives reward, activity is logged
Reject: No reward, optional notification to customer
Notifications (Shopify Flow & Klaviyo)
You can set up automated emails to notify customers about their receipt submission status.
Available triggers:
Customer submit a receipt – Send confirmation when receipt is uploaded
Moderator approved a receipt – Notify customer their receipt was approved and reward granted
Moderator reject a receipt – Notify customer their receipt was rejected
Where to set up:
Klaviyo:
In Joy admin, go to Integrations → Klaviyo → Select triggers → Check the receipt triggers → Confirm
Then in Klaviyo, go to Flows → Create flow → Select the Joy event trigger you want
Shopify Flow:Go to Shopify Admin → Settings → Flow → Create workflow → Select Joy trigger(Coming soon)
FAQ
Can customers submit multiple receipts at once? Yes. Each submission can include multiple images, max to 5, but it creates one request for review.
What file types are accepted? JPG, PNG, and JPEG. Maximum 5MB per image.
Is the AI analysis automatic? No. Staff must click "Ask AI" to trigger the analysis. Final approval is always manual.
What happens if a customer exceeds the submission limit? They will see an error message and cannot submit until the limit resets.
Can I change an approved receipt to rejected? Yes. You can change the status, and the reward (coupon) will be revoked automatically.
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