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This section describes the steps to record a repayment on an Individual loan account. 

For repayments of client loan accounts see How to Make Repayments on a Client Loan Account. 

On this page:


Go to the left panel side bar and click on 'Individual Collection Sheet'. 


The following window appears:-  

Branch Office - Select desired office. 

Repayment date - Select respective repayment date. 

Staff - Select associated loan officer, if the loan officer is not associated you could skip this selection.

Then click on Collection sheet button. 


The following window appears:-  

All the individuals expected repayment amount are automatically shown in this sheet here. 

As you could see in the above screenshot:-

  • Loan and charges due collection row. With respect to the loan account, total due is the expected loan repayment column and charge is the expected charge to be paid row.
  • In the row below, you could see the savings dues to collected columns. 

You could also use add payment detail in case if you want to capture additional payment details. 



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