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Cashback and portal rewards can be tracked two ways. A Cashback / Rewards order is for a purchase whose whole point was the portal reward. For a buying group, gift card, or resale order that also went through a portal, add the reward to that order instead, so it counts toward the order’s profit. Both use the same fields.
The Add Cashback / Rewards Order form

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Add a cashback order

1

Open the form

On the Cashback / Rewards tab, click Add order.
2

Enter the order basics and line items

Order date, order number, retailer, retailer account, and the items with their prices.
3

Pick the portal

Choose Rakuten, Capital One Shopping, Chase Shopping Portal, AAdvantage eShopping, Rove Miles, TopCashback, ShopBack, or a custom portal of your own.
4

Set the reward

The reward type, cash or points and miles, follows the portal; some portals offer both. Enter the expected reward as an amount, or use the % toggle to enter the portal’s rate and let the form work it out from the order total. The status defaults to Ordered.
5

Add the card and extras

Pick the credit card under Additional Details, and add codes, tags, notes, or attachments if you need them.
6

Save

Click Add Order.
To attach cashback to another kind of order, open the Cashback / Rewards section on that order’s form and fill in the same fields. Clearing the portal removes the whole section.

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Statuses

You set these yourself as the portal updates. Once the status is Posted, the reward field on the form is labeled as the actual amount.

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How rewards count

  • Expected profit on an order includes rewards that are Ordered or Pending.
  • Actual profit includes rewards once they’re Posted.
  • Points rewards are valued with your point valuation for the matching program on Rakuten, Capital One Shopping, Chase, AAdvantage eShopping, and Rove Miles. Other portals’ points use 1 cent per point.
The Cashback tab has no payout or profit columns of its own; its overview counts in-progress orders and pending and posted rewards. Cashback orders don’t appear in Reporting, and cashback can’t be imported by CSV, though it can be exported.