Loan contract invoices
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A loan contract invoice is a message to the borrower requesting the upcoming repayment amount. You can manage the loan contract invoices via the loan contract menu.
The loan contract invoices menu allows:
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Find the loan contract in question.
Click the Contract number to access the loan contract details.
From the content menu, select Billing > Invoices.
Create invoice > fill in the > Create.
Note the the one-time invoice Due date is limited to the next invoice date minus one day. If the next invoice date is set to 19 April 2024, you can create a one-time invoice with the due date of 18 April 2024 as latest.
Find the loan contract in question.
Click the Contract number to access the loan contract details.
From the content menu, select Billing > Invoices.
Fill in the search parameters > Search.
To access the invoice information, click the Invoice ID.
The credit note functionality is used when there is an error in an already existing invoice, such as an incorrect amount. You can use the credit notes functionality to decrease the amount of each invoice line.
To create a new credit note:
Click the Create credit note button.
Click the Reverse repayments button.
Fill in the reversal details > Reverse.
You can find the invoice repayments that we not syncronised by the Tuum system in the dashboard:
Click the Tuum icon in the upper-left corner.
Look for the Loans section.
Find the Invoice repayment requests out of sync.
To manage the invoices out of sync, select the action and confirm the selection:
Sync repayment request - repayment request amount will be synced with the receivable debt amount.
Cancel repayment request - receivable debt amount will not be automatically repaid from the loan servicing account.
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Fill in the > Create.
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