Step 1: Filter Instruments for Repayment
Repayment may be initiated either by the Repaying Party or by a Funder/Admin user acting on behalf of the client.
First, navigate to the “Outstanding instruments” section, where all funded instruments are listed
Select the toggle “Due & Overdue” or “Not Due” depending on the status of the instruments you would like to settle
On the dashboard, use the “Repayment Initiated” column to filter for “False” to display instruments that have not yet had repayment initiated
Step 2: Select Instruments for Repayment
Choose the Instruments:
Select the instruments you wish to repay. Ensure you select the correct instruments that require repayment - Partial or Full.
Click on the "Review ad Initiate Repayment" button