1. Home
  2. Docs
  3. Loan Account Management
  4. Loan Products
  5. How to Close a Loan Account as Rescheduled

How to Close a Loan Account as Rescheduled

To close a loan account as rescheduled, a phenix user must be granted permission to do so.

Not sure what this does in the system?

To close a loan account as rescheduled

To close a client or group loan account, selectthe client or group (needs link to how to find a client or group). Click the General tab.

  1. Click the loan account to be closed as rescheduled.
  2. Click MoreClose (as rescheduled) on the action bar.
  3. Accept the date default for Closed on or pick a date in the past from the calendar pop-up
  4. Optionally, type a descriptive Note.
  5. Click Submit.

The loan account status will be changed to Closed (Rescheduled).

How can we help?