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A credit type defines the unit of value tracked in a credit pool. Each credit type represents a specific custom currency. Credit types are separate and non-interchangeable. A customer may have multiple credit pools, one for each credit type. Usage against one credit type cannot consume another.

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Creating a credit type

  1. Go to Product Catalog > Credits.
  1. Click + Add credit type.
  1. Enter the name of the credit type in the Name field.
  2. Provide a description in the Description field.
  3. An ID will be generated automatically and cannot be edited.
  4. To define how singular and plural units are displayed, click Edit in the Units field and enter:
    • One: the singular name (e.g., credit).
    • Many: the plural name (e.g., credits).
  1. Click Save changes.
  1. If you need to edit an existing credit type, select the three dots next to it and click Edit.

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Archiving a credit type

When you no longer want to make a credit type available for new credit grants, you can archive it. Behavior when a credit type is archived:
  • Customers with an existing credit pool of this type — the pool remains visible and credits continue to be consumed normally. An indication is shown that the credit pool has been archived. It is not possible to grant additional credits to this pool.
  • Customers without a credit pool of this type — the credit type is not visible and credits cannot be granted from it.
  • The credit type is not available when configuring new plans or add-ons.
  • You can view archived credit types in the archived list.
  • A credit type can be unarchived to make it available again.
It is not possible to archive a credit type that is in use by a published plan or add-on. The check is against the published version — removing the credit type from a draft plan is sufficient only if the currently published version of that plan does not reference it. To archive, ensure the published version of all plans and add-ons no longer references the credit type.
To archive a credit type:
  1. Click the dotted menu icon next to the relevant credit type.
  2. Select Archive.
  3. In the confirmation modal, enter the credit type name and click Archive.

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Viewing archived credit types

To view archived credit types:
  1. Go to Product Catalog > Credits.
  2. Use the Status filter and select Archived.

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Unarchiving a credit type

To restore an archived credit type:
  1. Go to Product Catalog > Credits.
  2. Use the Status filter and select Archived to find the credit type.
  3. Click the dotted menu icon next to the relevant credit type.
  4. Select Unarchive.
Once unarchived, the credit type becomes available again for use in plans, add-ons, and new credit grants.