Repayments

Record repayments and monitor collection activity.

Workflow

  1. 1

    Identify the loan

    Find the correct loan and compare the borrower, balance, and branch.

  2. 2

    Record the payment

    Enter amount, date, method, and transaction reference, then review allocation.

  3. 3

    Confirm the result

    Verify the balance and schedule update and provide the appropriate acknowledgement.

See it in Adili

Follow the screen, step by step

The examples use safe training data. Names and amounts in your account will be different.

Identify the loan

1 Identify the loan

What to do

  1. 1. Find the correct loan and compare the borrower, balance, and branch.

You should see

The payment reference is unique.

Record the payment

2 Record the payment

What to do

  1. 1. Enter amount, date, method, and transaction reference, then review allocation.
  2. 2. Verify the balance and schedule update and provide the appropriate acknowledgement.

You should see

Amount and date were confirmed.