Before you can make a repayment, you must do the following:
1.You need to be logged in. (See Login/Logout)
2. Open the Individual Collection Sheet
3. From there, input the following information:
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.
4. All the individual's expected repayment amount are automatically shown in this sheet here.
You could also use add payment detail in case if you want to capture additional payment details.
Productive collection - generates collections to be made by staff wise. For example: Staff - John is associated with center 1 and center 2. Meeting date falling on same date - 01, Jan.,2010. So on generating productive collection sheet on 01,Jan. ,2010 will display both centers collection sheet under staff - John.
Before you can make a repayment, you must do the following:
1.You need to be logged in. (See Login/Logout)
2. Open the Collection Sheet
3. From there, input the following information:
Branch Office - Select desired office.
Meeting date - Select respective meeting date.
Staff Name - Select associated loan officer, if the loan officer is not associated you could skip this selection.
4. Then click on "Productive Collection Sheet" button. The following will appear to be ready to submit:
A continuation from above, complete steps 1-4.
Collection sheet - generates collection sheet without staff as well, by selecting group and center.
1.Select group and center by choosing options from the corresponding drop-down menus.
2. After the Center and Group have been selected, click on the "Generate Collection Sheet button". The following screen will appear:
3. Provide details, including Charges and Attendance:
4. Using the drop-down menu, select a payment type.
5. Finally, click on "submit" to the Collection Sheet after reviewing inputted information.
For repayments of client loan accounts see How to Make Repayments on a Client Loan Account. For repayments of group loan accounts see How to Make Repayments on a Group Loan Account. |
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