You can edit a Coupon Code that has already been created. However, when you edit the percentage of a Coupon Code, be aware of the following consequence.
Editing Consequences
Editing Consequences
Changing the percentage on a Coupon Code will NOT retroactively change the total amount due on a Customer's account. You will need to adjust any Invoices or Payment Plans on individual accounts. Currently, there is not a way to do this in bulk.
Changing the Discount Item a Coupon Code is associated with will NOT retroactively change the Discount Item that was previously associated with the Coupon Code for anyone who used it upon enrollment. To change the Discount Item on an individual account, do the following:
On the Customer's transaction history (on the Billing page), click the three dots beside the discount and then "Edit."
Scroll to the bottom and edit the Discount Item.
Adjusting the Coupon Code after the time of enrollment does NOT impact any manually adjusted payments/Invoices if the person registered with the Coupon Code.
If you edit or delete the Discount Item the Coupon Code is attached to, any already-used Coupon Code transactions that include that Discount Item, will also be changed or deleted.
Edit Coupon Code
Follow these steps to edit a Coupon Code.
Head to the Programs page. Click on the pencil icon beside the Program with the Coupon Code to edit it.
Select "Enroll Form" on the left menu or scroll down the Enroll Form section.
Click the down arrow on the right beside Coupon Codes.
Find the Coupon Code from the list and select the cog icon, then the pencil icon to edit it.
Once the Coupon Code widget opens, you can edit any of the following information:
Coupon Code name
Optional label
Optional message
Expiration date (optional)
Discount Item
Percentage amount
Charge Item(s) to be discounted
Click "Save" to save any changes made.
Expire a Coupon Code
If you need to expire or delete an already-created Coupon Code, follow these steps.
Head to the Programs page and click on the Program editor (pencil icon) beside the Program.
Scroll down to the Enroll Form (Optional) section. Click on the down arrow beside Coupon Codes. Select the cog icon beside the Coupon Code.
To expire a Coupon Code, click the hourglass icon. NOTE: Expiring a Coupon Code will make it invalid immediately.
Delete a Coupon Code
Follow steps 1 and 2 above.
NOTE: A Coupon Code has to be expired first before it can be deleted.
After expiring the Coupon Code, click the cog icon in the Expired Tab and then the trashcan icon to delete it. Deleting a Coupon Code will completely remove it from all views as long as you don't have any Programs still using it.