Personalised Statement
Overview
Go to
Client Administration -> Search for Existing Client. Click on the
Loan-button. Click on the Letter button. Click on
the Personalised Statement
button.
You must fist setup the Personalised
Statement on a Legal Entity.
Setup > Letters
This button
will allow you to print the Personalised
Statement on the specific Loan.
Highlight the
Loan for which you want to print the Personalised
Statement.
Print the Personalised Statement
- 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