Credit Control

Credit Control

Client Credit Control

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

The Credit Control screen allows you to set specific, client-level credit limits and manage loan product access, giving you granular control over the total credit extended to an individual client.

Video Tutorial

For a visual guide on the configuration and use of the credit control, watch the video link - https://www.youtube.com/watch?v=b7rMfEBY3Ns

Before You Begin: Prerequisites

To use this feature, it must first be enabled for your company, and your user profile must be assigned the correct roles by a System Administrator:

View Permission: Setup > Client > Credit Control View
Edit Permission: Setup > Client > Credit Control Edit

Understanding the Credit Control Screen

The main part of this screen displays the overall credit cap information and a list of any product-specific credit control entries for the client.

Overall Credit Cap

This section sets a master limit on the total value of monthly instalments a client can have.

Field Name	Description
Overall Cap Status	Select this checkbox to enable the overall credit cap for this client.
Overall Cap Amount	Enter the maximum total value of monthly instalments this client is allowed to have across all their loans.
Total Active Instalment Amount	(Read-Only) Displays the sum of all current, active loan instalments for the client this month.
Total Application Instalment Amount	(Read-Only) Displays the total instalment amount for any new loan applications currently in progress for this month.
Overall Cap Amount Available	(Read-Only) Shows the remaining amount available for new loan instalments before reaching the "Overall Cap Amount" you have set .

Record Keeping (Read-Only)

This section provides an audit trail of when the credit control settings were created and last modified.

Record Date / Time / User: Shows who first created the settings and when.
Update Date / Time / User: Shows who last updated the settings and when.

Available Actions

The following buttons are available on this screen to manage specific credit control entries.

Button Function Documentation

Add Credit Control Entry Click this to add a new, specific credit control rule (e.g., for a particular loan product) Add a Credit Control Entry

Edit Credit Control Entry Highlight an existing entry from the list and click this to modify its details Edit a Credit Control Entry

Close Click this to exit the Credit Control screen and return to the main client profile

MAXMONEY Developed by MYCOMAX MICROFINANCE SOLUTIONS. Novamesh 18/06/2026

Button	Function	Documentation
Add Credit Control Entry	Click this to add a new, specific credit control rule (e.g., for a particular loan product)	Add a Credit Control Entry
Edit Credit Control Entry	Highlight an existing entry from the list and click this to modify its details	Edit a Credit Control Entry
Close	Click this to exit the Credit Control screen and return to the main client profile