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Credits Overview

Learn how credits pay for premium content in Opus, so you can buy them, track your balance, and see where they're spent.

Written by Ben Brunken

Credits let you access premium content, like compliance training, in Opus. Buy them from the Marketplace or the Billing page of your dashboard.

✅ Before you start: You need the Manage Billing permission to buy credits or open the Billing page.

Important notes:

  • Credits are deducted when assignments start, not when assigned. This protects you from turnover—if someone leaves before starting their training, you can reassign that credit to someone else.

  • If your credit balance reaches zero, you're charged $10 per credit for any new assignments that start.

  • Credits bought in the dashboard never expire. Use them whenever you need them.

Table of Contents:


Understanding Your Credit Balance

Your credit balance shows two numbers:

  • Credits: the credits left in your balance.

  • Assigned: credits set aside for premium content assignments that haven't started yet.

When a team member starts a premium content assignment, its credit cost comes out of your balance and it's no longer counted as assigned.

💡 Example: If you have 100 credits and assign 5 one-credit trainings, your balance shows 100 credits with 5 assigned. Once those 5 assignments start, your balance drops to 95 credits with none assigned.

To see your balance, go to Settings > Billing and open the Overview tab. It also shows next to Balance in the top right corner of the Marketplace.


Track Where Credits Are Spent

See every credit your business spent, who spent it, and where, on the Credit ledger tab.

  1. Go to Settings > Billing.

  2. Click the Credit ledger tab.

You can also click View credit ledger under your credit balance on the Overview tab.

Summary

The summary at the top shows how many credits were spent in the timeframe you picked.

  • Breakdown: choose Location, Franchise, or Role to see credits spent by each one, highest first.

  • More rows: the list shows the top eight. Click the button under it, such as Show 3 more locations, to see the rest.

Ledger

Below the summary, each row is a credit charge for one team member's premium content:

  • User: the team member who started the premium content.

  • Location, Franchise, and Role: where that team member works and their Role.

  • Module: the premium content they started.

  • Credits and Spent on: how many credits it used, and when.

Find Specific Spend

  • Search: type a team member's name or a Module name.

  • Filters: narrow the ledger by Locations, Franchises, Brands, Regions, Roles, Departments, User type, and more.

  • Dates: the Start date and End date pickers start at your current billing period. Change either date and the ledger updates right away.

🎯 Example: To see what one franchise spent last quarter, filter by that franchise, pick the quarter's start and end dates, then choose Franchise in the summary.

Export the Ledger

Click Export to download an Excel file of the ledger. It follows your search, filters, and dates.

The file has a sheet for each breakdown (By location, By franchise, and By role) and a Ledger sheet with every row, including each team member's email.


How to Purchase Credits

Buy credits upfront at a discount at any time. The more credits you buy, the larger the discount.

  1. Go to Settings > Billing and click Add next to Credit balance, or open the Marketplace and click Balance in the top right corner.

  2. In Add Credits, pick a bundle or enter a number in Total credits. Opus shows your discount and Price.

  3. Click Purchase. You're invoiced right away.

  4. Find the invoice on the Invoices tab of the Billing page.

💡 Low balance alerts: When your assigned credits pass 80% of your credit balance, team members with the Manage Billing permission get an email and a dashboard notification.


FAQ

Where did the Credit spend tab go?

It's now the Credit ledger tab. It shows the same spend by Location, and also by team member, Franchise, and Role. Links to the old tab open the Credit ledger.

How do I see credit spend for one franchise?

On the Credit ledger tab, filter by that franchise, or choose Franchise in the summary to compare all of them.

Can I export credit spend?

Yes. Click Export on the Credit ledger tab to download an Excel file of what you're viewing.

How much do credits cost?

Credits cost less when you buy in bulk, and Opus automatically calculates your discounted rate based on how many you purchase. If you run out of credits and a team member starts a premium assignment, you're charged $10 per credit. To get the best pricing, purchase credits in advance through the Marketplace.

Do my credits expire?

Credits bought in the Opus dashboard never expire. Credits bought upfront with your contract expire one year after purchase.

What happens if I assign training but the team member quits before starting it?

You keep the credit. Credits are only deducted when an assignment starts, so it stays in your balance for someone else.

Why was I charged extra on my invoice?

If your credit balance reaches zero and team members start premium content assignments, you're charged $10 per credit used, on your monthly invoice. To avoid this, check your balance in Settings > Billing and buy credits before you run out.

Can I give my credits to another business or Location?

No, credits cannot be transferred between team members, businesses, or accounts. They pay for premium content assignments anywhere in your business.

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