Application management
training

CreditNext

The application management training is designed for key users and administrators responsible for managing, maintaining, and configuring CreditNext.

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CreditNext

Agenda

The training is scheduled for the following days:

  • October 29th 2026 (NL)
  • November 25th 2026 (NL)
  • December 22nd 2026 (NL)
  • January 29th 2027 (NL)
  • March 31st 2027 (NL/EN)*
  • May 31st 2027 (NL)

*NL/EN: Based on sign ups we will decide if this training will be happening in Dutch or in English

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Learning goals

After completing the beginner application management training for CreditNext, you will

  • Confidently manage user roles, permissions, and configurations
  • Understand how to maintain system settings
  • Support your team by handling administrative and functional tasks effectively.

Practical information

  • Duration: Full-day training from 09:30 to 16:30

  • Location: Paasheuvelweg 9a, 1105 BE Amsterdam

  • What to bring: For our on-site training, you will need to bring your laptop.

Get in touch with us

Don't hesitate to reach out to our CSM team with any questions or for support related to the training.
Email our team
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What to expect and what you’ll learn

Agenda

Introduction

  • Welcome and introductions
  • Overview and key objectives

Session 1 - User management

  • Define organisational structure
  • Create and configure users and user groups
  • Manage the authorisation of users
  • Overseeing security management

Session 2 - Import and technical configurations

  • Import data, sources and log
  • Configure client settings
  • Configure the system’s output
  • Monitor batch queues

Lunch break (45 minutes)

Session 3 - Functional configuration

  • Manage administration settings and configurations
  • Customise user-defined fields
  • Define the dunning languages and terminology
  • Define risk codes, debtor statuses
  • Set up payment schemes

Session 4 - Functional configuration

  • Configure disputes and requests
  • Customise documents and templates
  • Set up entity tables
  • Create profiles
  • Implement import rules

Session 5 (optional) - CreditNext modules

  • Manage customer groups
  • Copy invoices
  • Configure interest and costs
  • Analyse customer scoring

Wrap-up

  • Key takeaways
  • Q&A session
  • Next steps and additional learning resources
  • Feedback survey
  • Certification hand-out
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Agenda
Credit Health Scan
Your receivables are costing you.
Do you want to know how much?
Est. time: 3 minutes
Start Scan
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What is the annual revenue of your organization?

What are your standard payment terms with customers?

How many FTEs are in your credit management department?

How many invoices does your organization send annually?

How many days on average do your customers pay past your payment terms?

Which system do you primarily use for accounts receivable management?

What percentage of your invoices is paid after the due date?

How does your reminder process for outstanding invoices work?

How quickly do you have insight into your total accounts receivable position?

How do you assess the credit risk of new customers prior to delivery?

How are payment agreements with customers recorded in your organization?

How do you forecast your expected cash flow for the next four to eight weeks?

What percentage of your annual revenue do you write off as bad debt on average?

How do you handle invoice disputes and payment discrepancies?

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