---
title: "Setting Up Receipt Upload Earning Rules on Shopify"
slug: "setting-up-receipt-upload-earning-rules-on-shopify"
tags: ["Earning Rules", "Loyalty and Referrals", "Shopify Plus", "Shopify"]
updated: 2025-02-28T19:01:24Z
published: 2025-02-28T19:01:24Z
canonical: "support.yotpo.com/setting-up-receipt-upload-earning-rules-on-shopify"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.yotpo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting Up Receipt Upload Earning Rules on Shopify

Products

  

Loyalty & Referrals

###### Supported plans

Premium, Enterprise

###### eCommerce Platform

Shopify, Shopify Plus

## Goals and Outcomes

The Receipt Upload earning rule is an advanced earning rule that lets you reward customers for uploading receipts from your store or third-party retailers.

It’s a great way to:

- Engage customers and encourage repeat purchases.
- Expand loyalty participation beyond online transactions.
- Encourage omnichannel shopping behavior by rewarding in-store purchases.

For the rule to be a successful part of your loyalty program, you need to promote it to your customers so they are aware of this opportunity to earn rewards.

In this article, you’ll learn how to create and configure Receipt Upload earning rules on Shopify.

> [!NOTE]
> Is this article for me?
> 
> If you’re not using Shopify or Shopify Plus, follow this [Receipt Upload earning rule guide](https://support.yotpo.com/docs/receipt-upload-earning-rule) for other e-commerce platforms.

## Creating a Receipt Upload Earning Rule on Shopify

![Receipt Upload earning rule navigation](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/create-receipt-upload-rule.png?sv=2026-02-06&spr=https&st=2026-11-14T16%3A09%3A52Z&se=2026-11-14T17%3A09%3A52Z&sr=c&sp=r&sig=2%2Fh3VSF9Oqeh4hhFBl%2BZLDmtXBLmKmsyqKgdFxi5hMQ%3D)

To create a Receipt Upload earning rule on Shopify and Shopify Plus, follow these steps:

1. In your Yotpo admin, go to **Manage Program** > **Rewards Program**.
2. Under **Ways to earn**, click **Create earning rule**.
3. Go to the **Advanced** section and select **Receipt Upload**.
4. Click **Next**.

## Configuring a Receipt Upload Earning Rule

![Receipt upload configuration settings](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/receipt-upload-earning-rule-configuration.png?sv=2026-02-06&spr=https&st=2026-11-14T16%3A09%3A52Z&se=2026-11-14T17%3A09%3A52Z&sr=c&sp=r&sig=2%2Fh3VSF9Oqeh4hhFBl%2BZLDmtXBLmKmsyqKgdFxi5hMQ%3D)

### General Settings

#### Earning rule name

By default, the rule is named Receipt Upload. Click the pencil icon if you want to rename it.

#### Notifications

1. **Notifications email address** - Enter the email address that will receive notifications for each new receipt upload submission.
2. **Escalations email address** - If a submission is escalated, this email address will receive a notification.

#### Rewards history text

**Action text** – Describes the action the customer completed to earn the reward. It will also appear in their Rewards History.

### Advanced Settings

- **Target audience**
  - From the **Apply this rule to** dropdown, select which customers the rule will apply to.
  - Optionally, use the **Do not apply this rule to** dropdown to exclude specific customer segments.
- **Schedule rule** - configure how long the rule will run for.

## What’s Next

### Step 1: Add the Rule to Your Rewards Page

Once you've set up your Receipt Upload earning rule, make sure to [add it to your Rewards Page](https://support.yotpo.com/docs/creating-a-rewards-page) so it becomes available to customers:

1. Go to your **Rewards page** and click **Edit**.
2. Click **Earning Points** > **Layout**.
3. From the dropdown, **add the Receipt Upload earning rule** and customize the tile.
4. Click **Save & Publish** to apply the changes.

![Rewards page example with a receipt upload reward](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/rewards-page-receipt-upload.png?sv=2026-02-06&spr=https&st=2026-11-14T16%3A09%3A52Z&se=2026-11-14T17%3A09%3A52Z&sr=c&sp=r&sig=2%2Fh3VSF9Oqeh4hhFBl%2BZLDmtXBLmKmsyqKgdFxi5hMQ%3D)

### Step 2: Customers Upload Receipts

Customers can earn rewards by uploading a receipt in the designated section of your **Rewards Page** after logging into their account.

**Redemption process:**

![Receipt upload redemption step-by-step process](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/receipt-upload-redemption-process.png?sv=2026-02-06&spr=https&st=2026-11-14T16%3A09%3A52Z&se=2026-11-14T17%3A09%3A52Z&sr=c&sp=r&sig=2%2Fh3VSF9Oqeh4hhFBl%2BZLDmtXBLmKmsyqKgdFxi5hMQ%3D)

1. Customers visit your **Rewards page** and log in.
2. They **click to upload** a receipt.
3. They **submit** the receipt.
4. If successful, they see a **submission validation message** confirming that they’ll receive an email once their submission is reviewed.

### Step 3 (Optional): Customize the Approve/Reject Emails

Yotpo provides predefined email templates that customers receive when their receipt upload has been approved or rejected. However, you can customize these emails to align with your brand’s tone and messaging.

To customize the emails, follow these steps:

1. From the Yotpo admin, go to **Communications**.
2. Click **Loyalty Emails**.
3. Click the **Customize Email** button for the respective email.

There are four types of emails that are triggered during the receipt upload process:

- Receipt Approved: rewarded points (sent to the customer)
- Receipt Approved: rewarded coupons (sent to the customer)
- Receipt rejected (sent to the customer)
- Pending receipts (sent to the moderator)

Currently, the customer-facing emails can only be customized and sent through Yotpo's email system. Learn more about [customizing Yotpo Loyalty & Referrals triggered emails](https://support.yotpo.com/v1/docs/customizing-yotpo-loyalty-referrals-triggered-emails#customizing-email-messages).

### Step 4: Approving, Rejecting, or Escalating Receipt Uploads

To manage receipt submissions, follow these steps:

1. You will receive an **email notification** for each new scanned receipt.
2. Click the link in the email to **go to the customer page**.
3. Navigate to the **Receipt History** section.

![Receipt history example](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/receipt-history-example.png?sv=2026-02-06&spr=https&st=2026-11-14T16%3A09%3A52Z&se=2026-11-14T17%3A09%3A52Z&sr=c&sp=r&sig=2%2Fh3VSF9Oqeh4hhFBl%2BZLDmtXBLmKmsyqKgdFxi5hMQ%3D)
4. Review the submitted receipt(s) and click to either **approve, reject, or escalate**.
5. If you click to **approve**, enter the **total amount** from the receipt and confirm your approval.

Once approved, the **customer will automatically earn points**, which will be reflected in their **Rewards History**. They’ll also receive an email notification about it with the points they earned. Learn more about [receipt scanning moderation](https://support.yotpo.com/v1/docs/moderating-receipt-uploads).