Navigation: Client Administration > Add a New Client / Existing Client > Credit Control > Add Credit Control Entry

This guide explains how to add a specific credit control entry for a client. This feature allows you to set a maximum instalment amount for an individual loan product, overriding the client's general affordability limit for that specific product.

Important Rules

• Purpose: The goal is to apply a specific restriction on a single loan product. If you do not add a product to this list, its only limit will be the client's overall affordability.
• Exclusivity: You can only create one credit control entry per loan product for each client.

Step-by-Step Guide

1. Navigate to the client's Credit Control tab.
2. Click the Add Credit Control Entry button. A new screen will open.
3. Complete the fields as described in the reference guide below.
4. Click Save to apply the new rule.

Field Reference Guide

This table details each field on the "Add Credit Control Entry" screen.

Effect on New Loans

Once this rule is saved and active, a new loan is created for the client (Client Administration > New Loan), and this specific loan product is selected, the system will not allow the loan's instalment to exceed the Amount you have set here.

Action Buttons

• Save: Click this button to store the new credit control rule on the system.
• Cancel: Click this button to discard the new entry and return to the previous screen without saving.