Individual collection sheet

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.

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 individual expected repayment amounts are automatically shown in this sheet here.

As you can see in the screenshot above:-

  • 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 can see the savings dues to collected columns.

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

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