Loan Received
This section used for managing all Loan Received Information.
In Loan Received section you can do below tasks
To Give Loan:
Simply goes to Left panel=>Loans=> Loan Received => Click on Add Loan Received Button
Select Project: In this field user need to select project.
Loan From: In this field user need to select Person/Company/Bank name. If Name is not available in your list then you quick add it by
Icon.
Loan Date: In this field user need to select loan receive date.
Loan Amount: In this field user need to enter loan amount.
Total Loan: It takes automatic total loan from loan amount.
Interest On Loan: In this field user need to enter interest of loan.
Loan Completion Date: In this field user need to enter date on which loan will be complete.
Interest Duration: In this field user need to enter interest durations in months. Suppose we are asking for interest every 3 month then in this field we have to give 3 and if we are asking for loan interest every month then in this field we have to give 1.
Interest Start Date: In this field user need to select interest starting date.
Select Payment Type: We can receive loan either by cash or by cheque and if we are receiving loan by cheque then we have to enter additional loan details.
Deposit Bank: Here all banks which are related to current projects will appear and we have to select bank name in to which we want to deposit cheque.
Customer Bank: Customer’s Bank Name
Cheque Number: Cheque Number
Cheque Date: Cheque date
Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Received Not Clear”
To Edit Loan:
Simply click on edit
Icon in Loan Received listing and we are able to edit all loan related information.
To Remove Loan:
Simply click on deleted
icon in Loan Received listing and Loan will be removed.
Note: Once you remove Loan then all its effect is removed from system. Different between cancelled and remove is that for cancelled all data are remain in system and for remove all data are removed from our system.
To Give Payment/Interest:
After we receive any loan we have to pay loan amount or interest.
To pay payment, in loan given listing click on
Icon. When you click on that icon you can see all detail of your loan like Project, Loan From, Loan Amount, Receive Amount, Interest Receive Amount and Outstanding Amount.
To receive payment/interest you need to fill below information at bottom of page.
After we receive loan we have to pay interest or return loan we can do it in this section.
To assign payment plan in loan received listing click on Icon. When you click on that icon you can see all detail of your loan like Project, Loan Received From, Loan Amount, Receive Amount, Interest Receive Amount and Outstanding Amount.
In payment plan form you can see below information
Date: Date of payment
Given Payment: Amount paid by person.
Total Receive: No need to enter this, amount will automatically filled up by Given Payment.
Payment For: Type of payment e.g. Payment, Interest Given. This is most important thing, if we are giving interest then here we have to select “Interest Given” and if we are giving amount which is deducted from loan amount then we have to select “Payment”.
Status: This is payment status, by default it is un-paid and if we wish then we can also make payment from here by click Paid.
Remark: Payment Remark or some extra information.
In Loan Received section you can do below tasks
To Give Loan:
Simply goes to Left panel=>Loans=> Loan Received => Click on Add Loan Received Button
Select Project: In this field user need to select project.
Loan From: In this field user need to select Person/Company/Bank name. If Name is not available in your list then you quick add it by
Icon.Loan Date: In this field user need to select loan receive date.
Loan Amount: In this field user need to enter loan amount.
Total Loan: It takes automatic total loan from loan amount.
Interest On Loan: In this field user need to enter interest of loan.
Loan Completion Date: In this field user need to enter date on which loan will be complete.
Interest Duration: In this field user need to enter interest durations in months. Suppose we are asking for interest every 3 month then in this field we have to give 3 and if we are asking for loan interest every month then in this field we have to give 1.
Interest Start Date: In this field user need to select interest starting date.
Select Payment Type: We can receive loan either by cash or by cheque and if we are receiving loan by cheque then we have to enter additional loan details.
Deposit Bank: Here all banks which are related to current projects will appear and we have to select bank name in to which we want to deposit cheque.
Customer Bank: Customer’s Bank Name
Cheque Number: Cheque Number
Cheque Date: Cheque date
Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Received Not Clear”
To Edit Loan:
Simply click on edit
Icon in Loan Received listing and we are able to edit all loan related information.To Remove Loan:
Simply click on deleted
icon in Loan Received listing and Loan will be removed.Note: Once you remove Loan then all its effect is removed from system. Different between cancelled and remove is that for cancelled all data are remain in system and for remove all data are removed from our system.
To Give Payment/Interest:
After we receive any loan we have to pay loan amount or interest.
To pay payment, in loan given listing click on
Icon. When you click on that icon you can see all detail of your loan like Project, Loan From, Loan Amount, Receive Amount, Interest Receive Amount and Outstanding Amount.To receive payment/interest you need to fill below information at bottom of page.
After we receive loan we have to pay interest or return loan we can do it in this section.
To assign payment plan in loan received listing click on
Icon. When you click on that icon you can see all detail of your loan like Project, Loan Received From, Loan Amount, Receive Amount, Interest Receive Amount and Outstanding Amount.In payment plan form you can see below information
Date: Date of payment
Given Payment: Amount paid by person.
Total Receive: No need to enter this, amount will automatically filled up by Given Payment.
Payment For: Type of payment e.g. Payment, Interest Given. This is most important thing, if we are giving interest then here we have to select “Interest Given” and if we are giving amount which is deducted from loan amount then we have to select “Payment”.
Status: This is payment status, by default it is un-paid and if we wish then we can also make payment from here by click Paid.
Remark: Payment Remark or some extra information.
Type: If we are making payment then here we have to select option, we can make payment either cash or by cheque and if we are making payment by cheque then also need to enter other bank related information.
Bank: Here all banks which are related to current projects will appear and we have to select bank from which we are making payment.
Cheque Number: Cheque Number of Person’s Cheque
Cheque Date: Cheque date of cheque
Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Payments Not Clear”
Cheque Number: Cheque Number of Person’s Cheque
Cheque Date: Cheque date of cheque
Cleared Date: Cheque clear date, till we don’t fill this information payment will be not registered in our system and you can see all this type of pending cheque in “Reports=> Payments Not Clear”
In this section you can also customize payment plan by entering each entry manually.
To Print Loan Received Note:
We can easily give Loan Received Note to our customers.
Simply goes to Loan Received List => In Your Loan click on
Icon and you can download Loan Received Note.
To Print Loan Received Note:
We can easily give Loan Received Note to our customers.
Simply goes to Loan Received List => In Your Loan click on
Icon and you can download Loan Received Note.