For a visual guide on client setup, watch this video tutorial: Watch the Video Link

Client Settings

To configure client financial and payback details, go to Client Administration > Search for a Client > Edit Client.

• Financial Tab:

  • Gross Salary: Enter the client's salary before any deductions.

  • Net Salary: Enter the client's salary after all deductions.

  • Percentage of Salary Available for Instalment: Enter the regulatory percentage, then Save.

• Payback Tab:

  • Select the Payment Frequency, then Save.

• Credit Control Tab:

  • Overall Cap Status: Select the checkbox to enable the overall cap.

  • Overall Cap Amount: Enter the maximum total monthly installment value for the client, then Save.

  • Add Credit Control Entry: You can add multiple product-specific credit control entries.

    • Loan Product: Select the specific loan product you want to allow for the client.

    • Amount: Enter the maximum monthly installment value for this specific product.

    • Status: Select the checkbox to enable this entry, then Save.