Edit Instruction

Edit Instruction

Edit a Payback Instruction

1. Overview

This function allows you to modify the details of an existing payback instruction for a selected loan. From here, you can update the instruction's status, the client's bank account details, and the tracking indicator.

Navigation: Client Administration > Search for Existing Client > Highlight the Client > Loans > Highlight the Loan > Payback Instructions > Edit Payback Instruction

Integration Note: If you are using Real Pay Integration within MAXMONEY, please follow the specific procedures outlined in the relevant integration guide.

2. Payback Instruction Values

This section displays the core details of the payback instruction that can be edited.

Field	Description
Status	View or update the current status of the payback instruction (e.g., change from Active to Cancelled).
Bank Account	View or modify the client's bank account details used for the collection.
Tracking	View or adjust the tracking indicator for the instruction.

3. Record Details

This section provides a read-only audit trail of when the instruction was created and last modified.

Field	Description
Record User	The user who originally created the instruction.
Record Date	The date the instruction was first recorded.
Record Time	The time the instruction was first recorded.
Update User	The user who last updated the instruction.
Update Date	The date the most recent update was made.
Update Time	The time the most recent update was made.

4. Saving Changes

After making the necessary edits, click the Update or Save button to confirm the changes. To exit without saving, click Cancel or Back.

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