💳 Payment Processing

Learn how to record and process loan payments, including autopay and manual entry.

Overview

This guide covers everything you need to know about payment processing in CEF Core, including:

To begin working with payment processing, you'll need:

Follow these steps to payment processing:

💡 Pro Tip: Save frequently to avoid losing your work. CEF Core automatically saves drafts every 5 minutes.

✓Verify Data Accuracy: Always double-check critical information before submitting
✓Follow Naming Conventions: Use consistent naming for easy searching
✓Document Everything: Add notes and attachments for future reference
✓Review Audit Trail: Check the history tab for all changes
✓Export Regularly: Keep backup copies of important data

Solution: Check your user permissions with your administrator.

Solution: Verify all required fields are completed and try again.

Solution: Use the search function with different keywords or filters.

Our support team is here to help with any questions about payment processing.