Customer Module
How to Issue a Loan Rebate - Guide
Step 1 - Logging in to Presta Loan Management Account Login at https://accounts.presta.co.ke/ and choose Presta (Loan Management) Step 2 - Navigate to Loan to Issue Rebate Once you are in Presta (Loan Management) select loans and choose "All Loans" ...
How to Add Loan Fees to a Loan Product
For a loan fees to be applied to a loan, it must be added to the loan product. To do this, follow the steps below: Go to Setup-> Loan Products Click on the edit icon on the product that you want to add loan fees Scroll to the Loan fees Section and ...
How to Pay the Invoice Using Transfer Funds Method
There are two major steps to pay for your Presta Invoice using Transfer Funds Method 1. Add Presta Technologies as a bank beneficiary 2. Transfer the Funds To add a beneficiary, follow the steps below Go to Investment Module, click on Beneficiaries ...
How to Add Customer Bank Details
Go to Customer -> Customers. Search for the customer and open their profile. On the Customer Details section, click on Bank Accounts, the on Add Bank. Enter the Account Name, Account Number and select the Bank. Click on Save to save the details
How to Close/ Write off a Loan
To Write off a loan. Go to Loans->All Loans and search for the loan. Click on Go/ on the client's name to open the loan profile Click on the setting icon and select write off loan as shown below Enter the write off date, click on the checkbox to ...
How to Reset Password
1. Go to User and Roles(IAM) Utility 2. Click on Users on the navigation bar OR on view users 3. Search for the client and click on the edit button 4. On the user's profile, click on Reset Credentials and then on Reset Password
How to offset Loans Usings Savings, Shares and Overpayment
Go to Customers->Customers Search for the customer and click on their name On the customers profile, click on Membership Details On the savings and shares sections, you will see a list of accounts as shown below Click on the action you want to ...
Notifications Scheduler
A notification scheduler is set on a customer category (label). Prerequisites Create a Label Add Customers to the Label Save filter To create a label: Click on New Category and select New Label Fill in the form details Name - Name of the label.For ...
How to evaluate customer's loan eligibility - (Customer Scoring)
Customers' Loan eligibility is assessed based on their financial statements. Scoring is a feature that allows a customer's financial statements (bank or mobile) to be uploaded, analyzed and scored. ...
Membership Settings
To access and update membership settings: 1. Click on the Membership Settings tab 2. Update the settings and Save. The following settings can be placed by the admin Self-registration - Customer self-registration on USSD/ Mobile app Terms and ...
Reset PIN
To reset customer's PIN: 1. Click on 'customers' dropdown as shown below 2. Search for the customer 3. Click on the drop down under the actions tab and click on reset pin 4. You will be prompted to confirm this action, click on Reset Pin. The ...
Delete Customer
You can choose to remove a customer from the system or disable them from borrowing. To disable them from borrowing Click on the 'customers' dropdown as shown below Search for the customer Click on the Edit button as shown below. Uncheck the Approved ...
Import Member Balances
To import member balances: 1. Click on the Customers dropdown that is as shown below 2. Click on Import Member Balances. You will be directed to the Import Balances page. 3. Click on New Member Balance to add the balances of a specific customer. 4. ...
View/ Edit Customer Details
To view the profile of a specific customer: 1. Click on 'customers' dropdown as shown below 2. Search for the customer. 3. Click on the customer's name. The customer Profile will contain information such as: Loan Accounts - Shows a list of loans ...
Export Customer List
To export a list of customers; 1. Navigate to the customers screen by Clicking on the 'customers' dropdown as shown below 2. Click on the export button 3. Select the columns to be included in the exported CSV and click on Export. A CSV file will be ...
View customers
To view the list of customers: 1. Click on 'customers' dropdown as shown below 2.You can filter the search based on the label, branch, sales representatives, product, group or organization, to do this; click on the filter of your choice as shown ...
How to import customers
To import customers: 1. Click on 'customers' dropdown as shown below 2. Click on import 3. Download the customers import template, Click on Download csv template. 4. Fill the csv as per the template 5. Drag and drop your file to upload it or Click on ...
How to add a new customer
To add a new customer: 1. Click on 'customers' dropdown as shown below 2. Click on the New Customer button 3. Fill in the customer details in the bio data page and upload documents in the documents page 4. Synch the customer with IAM and activate ...