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

# Claiming a Transaction

> How to attribute an unlinked transaction to a customer profile after the fact.

A transaction claim is the process of attributing a purchase to a customer profile after the transaction was originally recorded without a profile link. This happens, for example, when a customer checks out as a guest online or when a staff member forgets to look up the customer at POS.

## When to claim a transaction

Claim a transaction when:

* A customer presents a receipt for a purchase they want credited to their account
* A transaction was recorded anonymously but later linked to a known customer
* An online purchase was placed without creating a member account

## Before claiming

Verify that the transaction belongs to the customer. Check:

* Receipt date, amount, and location match what the customer says
* The transaction is not already attributed to another profile

Do not claim a transaction for a customer without reasonable evidence it belongs to them.

## How to claim in CX Manager

1. Open the customer's profile in CX Manager
2. Navigate to the **Transactions** tab
3. Select **Claim Transaction**
4. Enter the transaction's `external_id` or `receipt_ref` (the receipt number)
5. Confirm the transaction details match
6. Select **Claim**

Once claimed, the transaction is attributed to the profile. Aggregations will update in the next calculation cycle, and any reactions configured to fire on `transaction.created` may also trigger.

## Time limits

Some implementations enforce a time limit on claims (e.g., transactions older than 90 days cannot be claimed). Check your program rules before processing a claim request.

<Note>Content needed: whether a time limit is configurable in CX Manager, and what happens to points/aggregations after a retroactive claim.</Note>