8.2 Make Payment

This topic provides the systematic instructions for delinquent customer on how to make payments.

Promise to pay option is available if a delinquent customer is unable to make the payment immediately or plans to send the payment later. In such situations he/she can make the payment at a promised future date.

To make payment:

  1. Perform one of the following actions:
    • Under the Delinquency Note widget on the Dashboard, click on the Pay Now link to make promised payment.
    • Under the Loan Details section in the Loan & Finance Details transaction, click on thePay Now link.

    The Loan & Finance Repayments screen appears.

    Figure 8-2 Loan & Finance Repayments (Make Payment)



    Field Description: For more information refer Loan & Finance Repayments transaction

  2. From the What do you want to do? field, select whether the loan must be paid off partially or fully.
  3. From the Source Account list, select the CASA account from which the repayment is to be made.
  4. If the Part Payment option has been selected,
    1. In the Repayment Amount field, enter the repayment amount.
  5. Perform one of the following actions:
    • Click Confirm.

      The Review screen appears.

    • Click Cancel to cancel the transaction.
  6. Perform one of the following actions:
    • Verify the details and click Confirm.

      A message confirming the repayment appears, along with the transaction reference number.

    • Click Back to navigate back to the previous screen.
    • Click Cancel to cancel the transaction.
  7. Perform one of the following actions from Confirmation page:
    • Click on the Loan & Finances link to visit Loans & Finance accounts summary page.
    • Click on the Go To Dashboard link to navigate back to dashboard page.
    • Click Loan Details to view the Loans & Finance account details.