Description
Number/ Text
Enter the reverse repayment description.
Next repayments will be blocked until
Date
Select the date until the next repayments are blocked.
Reverse all repayments?
Checkbox
Select the checkbox if you want to reverse repayments for all components.
Billing date*
Date
The pre-filled parameter, billing date.
Due date*
Date
Enter the invoice due date.
Description*
Number/
Text
Enter additional invoice information.
Reason*
List
Select the invoice reason:
Invoice made in agreement with customer,
Invoice made on correction purposes,
Invoice made during customer request to make premature repayment,
Other.
Invoice all?
Checkbox
Select the checkbox if you want to include all components in the invoice.
PRI
Number
Enter the Principal amount and select the checkbox if necessary.
INT
Number
Enter the Interest amount and select the checkbox if necessary.
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:
Find the loan contract in question.
Click the Contract number to access the loan contract details.
From the content menu, select Billing > Invoices.
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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,
,
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Create invoice > fill in the > Create.
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Fill in the > Create.
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Description
Number/ Text
Enter the credit note description.
Repayments will be blocked until
Date
Select the date until the repayments are blocked.
Credit all lines?
Checkbox
Select if you want to credit all lines.
