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How do I change the expiration date of a customer's credit package?

Extend or shorten a customer’s credit package expiration date in their account under Credits > Edit Credit. Expired packages can’t be extended.

Written by Leah Cullins

Credit expiration dates can be extended or adjusted while they are still available for use. 

Begin by pulling up the customer's account > Credits > the ellipsis menu next to the credit package you would like to change > Edit Credit.

Set the credit's expiration date. To expire a credit, set the expiration date to today or a date in the past.

When you adjust the expiration, the credit package will expire at midnight local time at the start of the chosen date.

Once a credit package has expired, you cannot extend it. Use the "give credit" function to add credits to a customer's account.

Additionally, credits tied to limited memberships cannot be rolled over or extended into the next billing cycle. As a workaround, consider issuing complimentary credits to compensate for expiring ones, if appropriate for your business policy.

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