Managing Customer Accounts

Clients and Groups may have one (or more) loan or savings accounts whereas Centers can have only savings accounts. You may display all accounts belonging to a customer from Accounts & Charges screen. To do that, select an account from the list and click on its name.

A screen may look like following:

Accounts and Charges


How to manage Savings accounts


Click on Savings account to expand the list and display all savings added to client.

Savings account

If you click on any savings account, you will see a screen with three tabs:

  • Account overview
  • Account transactions
  • Apply adjustment
  • Make deposit/withdrawal
  • Account details
  • View Transactions History
  • View Deposit Due Details


How to manage Loan accounts


Click on Loan accounts to expand the list and display all loans added to client.

If you click on any loan, you will see screen with three tabs:

  • Account overview
  • Account transactions
  • Apply payment
  • Apply charges
  • Apply adjustment
  • Repay Loan
  • Account details
  • View Transactions History
  • View Installment Details
  • View Repayment Schedule

menu


How to view Closed loan account


Mifos Android Client gives you possibility to view not only active Loan Accounts but also closed ones.

To do that, click on Closed Loan Accounts to expand the list and display all loans added to client.

Closed Loan Accounts

If you click on any loan, you will see screen with three tabs:

  • Account overview
  • Account transactions
  • Apply adjustment
  • Account details
  • View Transactions History
  • View Installment Details
  • View Repayment Schedule

A sample screen may look like this:

account overview