Once a credit package has been created and sold, any edits to the Credit Type will retroactively apply to both those customers who already have the Credit in their account as well as those purchasing after the saved edits.
Any edits made at the Credit Package level - except the title - will not apply to those who have already purchased the credit package. The changes will only apply to those purchasing after the saved edits.
Penalty Fees can be retroactively updated for sold Credit Packages.
Name Change
It is recommended that, rather than changing the name of the credit package, you make a new package. If you are merely changing the details of the credit package (price, expiration, etc.), you can just make those edits to the existing package.
If you do change the name, the effects of the change vary across the platform. Please look at the information below to see how the name change affects reports, the customer account view, reservations, and credit package data.
Reports
| Old Name Changes to the New Name | Old Name Remains as Name Configured at Time of Purchase (No Change) |
Finance |
|
|
Credit Deferred Revenue | x |
|
Credit Expiration Details | x |
|
Credit Usage Details | x |
|
Sales |
|
|
Gift Cards | x* |
|
Orders |
| x |
Sales by Product |
| x** |
Utilization |
|
|
Reservations |
| x |
Reservations by Pay with Type |
| x |
* When a gift card is redeemed, it appears in the customer’s account with the name of the credit type instead of the credit package name that was tied to the gift card.
** Two rows will appear for the product in the Sales by Product report:
One row for the previously named credit package and the sales numbers during the time that the package was named as such.
Another row for the updated, currently configured credit package and the sales numbers for the credit package after the update.
Customer Account View
The name of the credit package listed in the Credits section does not change. Additionally, when looking at Reservations in the customer account view, the credit package name does not change.
Reservations
The credit package name that surfaced in the payment options drop-down menu does not change. Additionally, from the roster view, the credit package name does not change when hovering over the credit details.
Credit Package Data
The credit package ID does not change when the name of the credit package is updated.