Skip to main content

How Okendo Loyalty calculates spend on tax-inclusive orders

How Okendo Loyalty applies your tax inclusion setting when calculating qualifying spend for points on orders and refunds.

Written by James Fletcher

Okendo Loyalty uses your order spend to calculate how many points a customer earns or loses when placing or refunding an order. If your store uses tax-inclusive pricing (for example, NZ or AU merchants who display prices inclusive of GST), Okendo will apply your tax settings when determining qualifying spend.


How tax-inclusive spend is calculated

When you configure your Loyalty program, you can choose whether taxes are included or excluded from the spend used to calculate points. Okendo applies this setting as follows:

  • Taxes excluded from spend: Okendo removes the tax component from the order subtotal before calculating points. For example, on a $100 order with 15% GST, the qualifying spend is $86.96.

  • Taxes included in spend: Okendo uses the full order subtotal, inclusive of tax, to calculate points.

This setting can be found in Okendo Admin > Loyalty > Configure > Settings.


How this works on refunds

When a customer receives a refund, Okendo adjusts the customer's points to reflect the updated order spend. The tax treatment applied on the refund matches the setting in place at the time the order was placed.

Note: For orders placed before 7 July 2026, Okendo may apply a slightly different tax calculation on refunds to maintain consistency with the original point allocation. This is expected behaviour.


Store credit and split payments

Okendo does not award or deduct points for the portion of an order paid using store credit. If a customer uses store credit as part of a split payment, only the non-store credit portion of the order is used to calculate qualifying spend.


Need help?

If you have questions about how points are being calculated on your orders, contact our support team.

Did this answer your question?