Certificate of Balance
Overview
Go to Client Administration -> Search for Existing Client. Click
on the Loan-button. Click on the Letter button. Click on the Certificate of Balance
button.
You must fist setup the Certificate of
Balance on a Legal Entity.
Setup > Letters
This button
will allow you to print the Certificate of Balance
on the specific Loan.
Highlight the
Loan for which you want to print the Certificate of
Balance.
Print the Certificate of Balance
- Click on
the Hyperlink to open the Letter in your browser
The Report
can also Email to the specific User. The necessary Setups for Email
address must be setup: Setup > Security > Users (complete the necessary
email address on the user profile) and the Cash Box Setup must also been setup
Setup > Branches > Cash Box (select the specific user by
E-mail).
The following buttons are available
- Back to Filter Option : Select the Back to
Filter Option to cancel this request and go back to the previous
page
- Email Report: Select the
Email Report-button to
receive this report via email.
MAXMONEY Developed by MYCOMAX MICROFINANCE
SOLUTIONS. Novamesh 18/06/2026