This guide gives you a step by step guide on how to set up a deduction for a customer on the WACS platform.
Note: To use this deduction, the organisation administrator must have configured Wacs as part of the integrations to be used for the product during product setup.
Step 1: Click on the loan you want to set up on
Step 2: Click on the integration tab (Fourth tab)
Step 3: Click on "Deduction" under the integrations on this loan section
Step 4: Ensure Wacs is selected from the available deduction options
Step 5: Click on the "Onboard Customer" dropdown arrow. The arrow gives you 4 options in the dropdown:
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Sync Customer Profile:
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Onboard External Customer:
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Fetch Customer Profile:
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Migrate Active Loan:
Step 6: When a setup is done, it is displayed this way with a "Pending/Awaiting Bank Approval" status.
Step 7: To get the current status of the set up, click on "Sync Loan". When the status changes to Approved. Click on "Approve loan" to send for disbursement
Step 8: If a setup is not successful, the status returns as failed.
Step 9: When disbursement is successfully done, the status changes to "Disbursed to Wacs".
