Recent Articles
Troubleshooting Guide: Resolving Wrong Loan Balances Caused by Unearned Income Sync Issues (LMS)
Problem Statement You may encounter a scenario where a customer’s Loan Balance summary card displays an incorrect amount that does not match their actual payment history. This happens when a customer pays more than the required amount for a specific ...
Troubleshooting Guide: Resolving Unsynced M-Pesa C2B Transactions (Presta Pay)
Troubleshooting Guide: Resolving Unsynced M-Pesa C2B Transactions (Presta Pay) Issue Overview When a client makes an M-Pesa C2B payment, the transaction may occasionally fail to automatically sync or post to the Presta system. As a result, the ...
Troubleshooting Guide: Automated Demand Letter Suppression (CRM)
1. Issue Overview When a client account falls into arrears, the system is designed to automatically generate and dispatch a scheduled Demand Letter. However, a text-rendering engine mismatch can sometimes cause the system to fail to send these ...
Creating LMSTransactionID in Zoho
Creating LMSTransactionID field in zoho Login to Zoho Books here. On the top navigation bar click on the icon. On the page that opens, scroll down to Module settings: On General, click on Accountant Go to the Journal Custom fields tab. Click on the ...
Disabling unique names in Zoho Books
Disabling unique names in Zoho Books Login to Zoho Books here. On the top navigation bar click on the icon. On the page that opens, scroll down to Module settings: On General, click on Customers and Vendors. On the General Tab, uncheck the ‘Allow ...
Popular Articles
Privacy Policy
Effective date: August 09, 2018 Presta Capital Ltd ("us", "we", or "our") operates the www.presta.co.ke website and the Presta mobile application (hereinafter referred to as the "Service"). This page informs you of our policies regarding the ...
How to Access Account Tenant ID
CUSTOMER Kindly Contact your Administrator to get your tenant ID. ADMIN 1. Log in to your account. 2. On the top right corner, click on the profile icon as shown below. 3. Your Tenant ID is your account number as shown below. DON'T HAVE A TENANT ID? ...
How do I access Presta?
To access Presta, you only need to dial *483*911#. You can also go to your web browser and visit our website www.presta.co.ke. Follow the step by step method of Signing up on Presta If you encounter any connection problems, kindly follow the link to ...
How to load money to your paybill
To invest money or top up money in the paybill for Lending, You can use Lipa na Mpesa online, or Lipa na Mpesa offline (Paybill method) To Top up an account via Lipa na Mpesa online; Go to investments>Invesment methods from the left hand menu in ...
How to add branches
An account can have different branches, depending on your setting and database of the customers. To add this: Go to Setup on the menu On the drop down select Branches To add a new branch click on the red button. A page will show where you are ...
Our introduction encapsulates the essence of our digital lending platform, focusing on key objectives, architectural framework, and product offerings.
Documentation for version 2 according to the training done.
User manuals
This section outlines the core modules of our digital lending platform, encompassing comprehensive loan management functionalities, customer module features, and reporting capabilities.
Step-by-step troubleshooting and configuration guides to help clients resolve platform issues (LMS, CRM, USSD, and Presta Pay) independently without raising support tickets.