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Request card

This page allows the system user to process debit and credit card requests from clients.

How do we process debit and credit card requests?

To process debit / credits cards, go to Savings/Credit and debit cards/Request Card and a screen like one below appears.

Note that all card requests need to be registered in a batch file which will be exported to the ATM/POS service provider to create the credit and debit cards. Enter the details of the batch in the above screen.

• Date: This is date the batch was created e.g. "08/02/2016".

• Batch Number: The batch number is generated automatically when you click on the OK button. It is basically the Julian date of the batch creation date .
• Valid Date: The date from which all cards in the batch are valid e.g. "08/02/2016".
• Expiry Date: The expiry date of all cards in the batch e.g."24/08/2016".
• Clicking on the OK button and the following screen shows up.

• Date: Enter here the date the request debit/ credit card was received.
• Product: Select here the savings product to which the debit / credit card will be attached. This product should have been configured to allow debit/ credit cards under System/Configuration/Savings/ ATM\POS configuration 
• Client Type: Select client type either individual or group member for which the card is being processed.
• Account number: Click on the Choose button to select the client's account number from the grid e.g. "DB/I/000015".
• Account Name: The account name is displayed automatically e.g "Okiror Francis Michael".
• Account balance: The balance on the client's savings account will automatically appear e.g. "677,000".
• Batch nº: The batch number is displayed automatically e.g "2016046" .
• Click on OK button to save the client's details. Do this for all client to be included in this particular batch.
• Export: Click on this button to create and save the batch file which will be submitted to the ATM service provider to create the ATM cards.’
• 

The content of the generated batch file will look as follows:

Note that: Once card requests have been processed and the cards received by the MFI/Sacco, they are issued to the clients from the issue cards module found under menu Savings/Debit and Credit cards/Issue card

Click on Close to exit .

Related Topics

Contact LPF live support for more information
This service requires an Internet connection.