Payment Custom Fields

Introduction

LoanPro gives you the option to create payment custom fields in addition to the other types of  custom fields we offer.  Custom fields let you record values that aren’t natively recorded by LoanPro.  Payment custom fields are specific to  payments and will not be associated with customer or loan directly.

How To

To create a new payment custom field, navigate to Settings > Loan > Payments > Custom Fields within your company account.

Click the 'Add' button in the top right.

The following information can be entered for each custom field:

  • Active – Choose whether the field is displayed in the payment.
  • Field Name – This is the name of the field. You should choose a name that will distinguish this from other payment custom fields.
  • Field type – Designate the type of information the field will hold. The available options are as follows: 
    • Checkbox
    • Currency
    • Date
    • Date Time
    • Time
    • Number
    • Percentage
    • Text (maximum length 255 characters)
    • Select
    • Phone
    • Web URL.
  • Include as a Column in the Export file for the History Payment Reports – You can export loan payments. This option lets you select whether this field should be included in the export.
  • Required – This option lets you choose whether users will be required to enter information for this field to log a payment.
  • Max length (characters) – The total number of characters that can be entered into the field. This option is only available for text and web URL fields.
  • Default Value – The value the field will start with when users log a payment.  For select fields this should be the key, not the value.

Click 'Save' to save the field.

How To Enter Selection Options

Field Type "Select" custom fields can be used to filter the payments report.

LoanPro provides a few templates for selections you might want, which you can access by clicking Preset Templates. These include the following:

  • Yes/No
  • TRUE/FALSE
  • Rent/Own/Live with relatives
  • US States

You can also enter any options you want. Each line you enter represents a single option. Enter the options in the following format:

id_1, value_1

id_2, value_2

As an example, if you want to enter a simple 'Yes/No' selection, you would enter the options like this:

1, YES

2, NO

To enter options for your selection, click on the box.

Then, enter the options into the box.


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