What We'll Cover

  • Setting Up and Selling Credits

    In this module discover how you can utilise Account and Element level Credits to support use cases for discounts, rewards, or undefined scope.

  • Allocating and Dispensing Credits

    Manage Credits at the Account and Element level, and how to draw down the value on the same or different Elements.

  • Recognition, Reporting & Enablement

    Understand how to report on Credit value created and remaining, and how values are invoiced and recognised as services are delivered. This section also covers the Administration set up required to use Credits.

Course Description

Expected Duration: Approximately 45 minutes

The Kantata SX Credit Management course covers how you can set up your customers with a Credit, that they can then use as “payment” for services provided. This includes use cases for pre-purchased services work, and for free or discounted work.  


Learn how to offer a Credit to your customers, invoice for it where applicable, and then draw down against that Credit until it is consumed.

Pre-requisites: Essentials eLearning or familiarity with KSX, Element creation and basic Revenue Recognition concepts.

Course curriculum

  • 1
    Course Introduction
  • 2
    Setting Up and Selling Credits
  • 3
    Allocating and Dispensing Credits
  • 4
    Recognition, Reporting & Enablement
  • Course Overview & Learning Goals Interacting With Your Course Scenario: Meet the Team
  • Module 1: Setting Up and Selling Credits Reading: Key Concepts Reading: Introduction to Credits Reading: Setting up Account Credits Activity: Creating an Account Credit Reading: Setting up Element Credits Activity: Selling an Element Credit Reading: Set up for other Element Credit Use Cases Module 1: Knowledge Check
  • Module 2: Allocating and Dispensing Credits Reading: Allocating Credits Activity: Dispending Credits Activity: Credit Process Summary Module 2: Knowledge Check
  • Module 3: Recognition, Reporting & Enablement Reading: Invoiced Credits & Revenue Recognition Reading: Credit Reporting Reading: Enabling Credits Module 3: Knowledge Check Course Conclusion Survey: Course Feedback