Loan Payments & Earnings

Help Center home

Getting Started

• Overview
• Welcome to BizDue: a quick tour
• Understanding the dashboard
• Switching business panels
• Notifications: the bell and the Notification Center
• Updating your profile and password
• I forgot my password. How do I sign in?

Customers & Documents

• Overview
• Adding and managing customers
• The Document Center: upload, find and open documents
• Sharing a document with a customer securely
• Asking customers to upload documents (Document Requests)
• How do I avoid duplicate customers?

Leads, Assignments & Follow-ups

• Overview
• Creating a loan lead
• Following up leads on time
• Assigning leads to your team
• WhatsApp leads: enquiries that create themselves
• Converting a lead into a loan application
• My Tasks: your own to-do list with on-time alerts
• What do the lead statuses mean?
• A WhatsApp message didn't create a lead. Why?

Loan Applications

• Overview
• The loan application journey, stage by stage
• Working with the document checklist
• Bank processing: assigning bankers and logging files in
• Raising and answering queries on a file
• Loan Partners: quick links to partner portals
• Loan reports and export
• Can a closed file be opened again?

Loan Payments & Earnings

• Overview
• The Earnings hub at a glance
• Collecting a fee or EMI from a customer
• eNACH mandates for automatic EMI collection

Insurance, Reminders & WhatsApp

• Overview
• Adding and renewing insurance policies
• Insurance companies, policy types and premium payments
• Sending renewal and due-date reminders
• Managing WhatsApp message templates
• Meta rejected my template. What now?

Trading & Inventory

• Overview
• Setting up masters: parties, products and GST
• Entering purchase and sale bills
• Purchase returns and sales returns
• Transport entries (freight and hamali)
• Reading the stock summary
• Why doesn't my stock match what is on the shelf?

Accounting & Banking

• Overview
• Chart of accounts and opening balances
• Recording payments and receipts
• Journal entries and the ledger
• Bill-to-bill adjustment
• Uploading bank statements and posting transactions
• Bank reconciliation
• Accounting reports: books, balances, outstanding and interest

GST, ITR & Invoices

• Overview
• Tracking GST registrations and returns
• Tracking income tax returns (ITR)
• Creating invoices and recording payments

Credit Reports & Wallet

• Overview
• Running a credit report
• The credit report said "Could not get the report". Was I charged?

Help & Support

• Overview
• Raising a support ticket
• What do the ticket statuses mean?
• How quickly will support reply?