How to attach administrative documents


MFIs can use BIRT, the same reporting tool used to create reports at the head office level, to create a set of administrative documents that can be attached to specific loan and savings accounts and printed as needed. The following might be available as administrative documents: a voucher, payment book, disbursal receipt, and payment receipt.


How to attach a payment receipt to a loan payment

See How to manage administrative documents for instructions on how to upload administrative documents.  After doing so, assume that an Administrative Document called "Payment Receipt" has already been uploaded to Mifos.

Follow these instructions:

  1. In any Search box, type the borrower name, borrower system ID, or loan account number and click Search.
  2. In the list that appears, click the correct information and navigate to the loan account details page.
  3. In the Account Details section, under Administrative Documents, click Payment Receipt.
    The receipt appears, showing the amount paid.
  4. Print this receipt for the borrower.