Loans

This module enables you to create and manage loans.

To create a Loan open the 'Loan' module and switch to edit mode (icon) and click on the ‘Add’ button .

A new line appears, fill in the required information in the right panel.

Select the contacts.

Select the outgoing GRN associated with the loan.

The ‘Invoice Freq.’ field will influence the ‘Next Alert’ field and the flag.

When the loan period comes to its end, close the loan by updating its status. Click on the status block and drag it to the grid to be able to select a status.

Here is the ‘Loans Alerts’ of the ‘Dashboard’ module when the loan was open.

Here is the ‘Loans Alerts’ of the ‘Dashboard’ module now that the loan is closed.