How to write off a loan on Core.

Created by Judy Macharia, Modified on Thu, 21 Sep 2023 at 03:54 PM by Judy Macharia

  1. Go to the member's profile

  2. Scroll to the loans section

  3. Select the loan you would like to write off

  4. Click on the 'view' button

  5. On the loan profile, select the 'more' button and select the write-off option

  6. Add a note

  7. Select the 'close' option

  8. Confirm the loan state has changed to the 'closed(written off)' state

  9. Congratulations, you have successfully written off a loan!

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