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  • INTRODUCTION
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    • Contracts
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      • Create Contract
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        • Customer & Address
        • Loan Agreement & Round
        • Know Your Customer
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        • Lend
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      • Payments
        • Non-Payments
      • Open Contract
      • Contract Summary
        • Vault
        • Reloan
        • Manage Cards
          • Prioritise Cards
        • Call Customer
          • No Answer
        • Reschedule
        • Settle
        • Write-off
        • Change Round
        • CPA Collection Time
      • Transactions
        • Reverse Transaction
        • Credit
        • Debit
      • Notes
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        • Send Survey
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      • Customer Upload
    • Customers
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      • Create Customer
      • Create Contract
        • Customer Tasks
        • Customer & Address
        • Loan Agreement & Round
        • Know Your Customer
        • Application & Employment
        • Requests & Privacy Consent
        • Income
        • Expenditure
        • Send Customer Tasks
          • Customer Tasks - Mobile
        • Activate Loan
        • Resend Tasks
      • Edit Customer
      • Customer Summary
        • Vault
        • Manage Cards
          • Prioritise Cards
        • Call Customer
          • No Answer
      • Contract Details
        • Reloan
        • Open Contract
        • Payments
          • Non-Payment
        • Reschedule
        • Settle
        • Write-off
        • Change Round
        • CPA Collection Time
        • Transactions
          • Reverse Transaction
          • Credit
          • Debit
      • Notes
    • Rounds (New)
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        • Search
        • Open Round
        • Round
          • Reorder
          • Customer Summary
            • Vault
            • Manage Cards
              • Prioritise Cards
            • Loan
            • Call Customer
              • No Answer
          • Contract Details
            • Reloan
            • Open Contract
            • Payments
              • Non-Payment
            • Reschedule
            • Settle
            • Write-off
            • Change Round
            • CPA Collection Time
            • Transactions
              • Reverse Transaction
              • Credit
              • Debit
          • Notes
    • Reports & Exports
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        • Worksheet Example
    • Company Setup
      • Office Users
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        • Create User
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        • Create Round
        • Delete Round
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      • Creditor Information
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    • Glossary of Terms
  • RELEASE NOTES
    • Release Notes
  • ABOUT
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  1. AREAS

Contracts

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Last updated 6 months ago

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The contracts area displays each contract, one by one.

  • Scan and search the list for vital information

  • Create new loans

  • View and edit contracts

  • Collect and record payments

  • Manage contracts with various actions

  • View contract summary, transactions, and notes