How Do I Top Up or Transfer Credits Using XMC (XPO Management Console)

Before you can launch a campaign in XPO, you need to have credits (or budget) available in your Advertiser account.
 

Top-Up Credits to Partner Account

Prerequisites: You must be a Partner Admin to have sufficient user permission to be able to top up credits (or allocate budget) within Partner Account.

1. From your Partner Admin dashboard, navigate to Partners > Credit and Payment > Add Credits.
    

2. Key in your top-up amount, reference document (quotation number with signed documents), and description. Then choose your payment methods.

   
    

3. There are 4 (payment) methods that are available under the Credits Top-Up dashboard.
   1. Credit Card
   2. PayPal
   3. Invoice Billing
   4. Credit Request from KNOREX
   
   (A) Credit Card / PayPal
   In the pop-up window, enter your credit card details or PayPal account details, and complete the payment.

   
   
   Review the Credit Order details and click Confirm Order. Once the transaction is successful, the top-up credits will be reflected in your XPO account immediately.

   
   
   (B) Invoice Billing
   An invoice will be sent to you for your payment. In the case of bank transfer, your requested top-up amount will only be credited upon successful receipt of payment through the designated bank account.
   
   
   
   (C) Credit Request from KNOREX
   For this method, processing may take up to 48 hours. Credits will be added to your account once the request is approved by KNOREX team.
   
   

Transfer Credits within a Partner Account

Prerequisites: You must be a Partner Admin to have sufficient user permission to transfer credits within Partner Account.

From your Partner Admin dashboard, navigate to Partners > Credit and Payment > Transfer Credits.


(A) Transfer from Partner to Account(s)

1. Choose Transfer Type as “Partner to Account(s)”.
    

2. Select the Advertiser Account you want to allocate the credits to, set the Transfer Amount, and click Review Transfer.

   

3. Review the Transfer Details and click Transfer Credits.
   
   

(B) Transfer from Account(s) to Partner

1. In case you need to transfer credits back to Partner level, choose Transfer Type as “Account(s) to Partner”.
    
2. Select the Advertisers Account(s) to transfer from, set the Transfer Amount and click Review Transfer.
   
   
    
3. Review the Transfer Details and click Review Transfer.