Set up Module
How to create a Loan
There are two ways of creating loans: USSD/ mobile app - Customer applies Manual creation on the loan done by admin This guide focuses on creating a loan manually through the Presta LMS Step 1: Access the Loan Section Login to ...
Loan Fees
The Loan fees feature is found in the setup dropdown The following actions can be done under the loan fees page; Add a new loan fee Search for a specific loan fee Edit an existing fee. Delete a loan fee HOW TO ADD A NEW LOAN FEE Click on the loan fee ...
Loan Products
This feature is found in the setup dropdown The following actions can be done in the loan products page; Create a new loan product. Search for a loan product Edit an existing loan product. Delete an existing loan product. HOW TO CREATE A NEW LOAN ...
System Fees
System fees are fees charged by Presta. They may include Presta Service charges and Payment Provider charges. The fees are applied based on the subscription option selected. The system fees feature is found in the setup dropdown The following actions ...
Penalty Setup
The penalty setup feature is found in the setup dropdown PENALTY CONFIGURATION Penalties are charged when customers fail to pay a loan in time. To charge penalties as a percentage, you click on box 1, enter the rate to charge on box 2 and the day the ...
App Settings
The App Settings feature is found in the Setup dropdown LOAN SETTINGS To be able to view and edit loan products, you need to activate the basic loans. To do this click on the ‘advanced loans’ button The following actions can be done on the loan ...