Home → Campaign Manager → Financial - Transactions → Adding a Loan Interest, Loan Payment, or Loan Forgiveness
10.14. Adding a Loan Interest, Loan Payment, or Loan Forgiveness
Adding a Loan Interest, Payment or Forgiven.
1. Find the loan in question from Financial-->Register and drop down to Loans from the most left drop down filter.
2. If the Loan you are adding a repayment for is part of a deposit, you may get a warning about being redirected to the Deposit Manager. Just click OK. If not, skip to Step 4.
3, From the list of loans, choose the one you wish to add a payment to and click it to get a record summary on the right side of the page. Click on the dollar amount (it is actually a link)
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4. A pop up will show the transaction in question. Use the Linking drop down to get to Loan History. This shows any activity regarding the loan. In New Loan Activity are a list of buttons:
Interest Paid -- to add interest incurred on the loan.
Repayment -- to add a payment to decrease the debt.
Forgiveness -- if the loan has been forgiven.
3rd Party Repayment -- if a loan payment has been made by a third party.
5. Select the button you wish to use.
6. Enter the Amount and Date and press the blue +Add button.
7. Click Save.