Process Loan Statement of Accounts
Process Loan Statement of Accounts in Frappe Lending allows users to generate Loan Statement of Account reports for multiple applicants and share them as PDF documents through email. The process supports both on-demand statement generation and scheduled automatic delivery.
Users can generate statements for Customers or Employees, apply loan-specific filters, customize PDF print settings, and configure automated email delivery based on defined schedules.
Did You Know?
Process Loan Statement of Accounts can automatically email borrower statements on a schedule, reducing the need for manual statement generation.
Accessing Process Loan Statement of Accounts
The Process Loan Statement of Accounts feature can be accessed from Loan Management.
Home > Loan Management > Process Loan Statement of Accounts > NewPrerequisites
Before processing loan statements, ensure the following are configured:
- Company and Loan Product masters.
- Applicants (Customer or Employee) with valid email addresses.
- An Email Account configured for sending statements.
Configuring Loan Statement Processing
Follow these steps to generate and send loan statements:
- Enter the document name and select the Company, From Date, and To Date.
- Optionally select a Loan Product and report View.
- Select the Applicant Type and Select Applicants By.
- Click Fetch Applicants to load the recipient list.
- Configure PDF print preferences such as Letter Head, Orientation, and Terms and Conditions.
- Configure email details including sender account, CC recipients, PDF name, subject, and email body.
- Enable Auto Email if statements need to be sent automatically.
- Save the document and use Download or Send Emails.
Process Loan Statement of Accounts Fields
| Field | Description |
|---|---|
| Company | Defines the company for which loan statements are generated. |
| From Date / To Date | Defines the statement period. These dates are mandatory unless Auto Email is enabled. |
| Loan Product | Filters statements for a specific loan product. |
| View | Defines the statement format, such as Detailed or Grouped. |
| Applicant Type | Defines whether statements are generated for Customers or Employees. |
| Select Applicants By | Determines how applicants are fetched, either by Loan Product or All Loans. |
| Applicants | Displays the recipient list containing Applicant, Name, and Email details. |
| Letter Head | Defines the letterhead used in the generated PDF. |
| Orientation | Controls the PDF page orientation. |
| Terms and Conditions | Adds configured terms and conditions to the statement PDF. |
| Page Break After Each Statement | Adds a separate page for each applicant statement. |
| Enable Auto Email | Enables automatic statement delivery through scheduled emails. |
| Sender / CC To | Defines the sending email account and copied recipients. |
| Frequency | Defines the auto email schedule frequency: Daily, Weekly, Biweekly, Monthly, or Quarterly. |
| Filter Duration (Months) | Defines the statement period used during scheduled generation. |
| Start Date | Defines when scheduled statement sending begins. |
| PDF Name / Subject / Body | Defines the generated PDF name and email content. |
Automatic Email Scheduling
When Enable Auto Email is activated, Frappe Lending automatically generates and sends loan statements according to the configured schedule.
Available scheduling options include:
| Frequency | Description |
|---|---|
| Daily | Sends statements every day based on the configured schedule. |
| Weekly | Sends statements once every week. |
| Biweekly | Sends statements every two weeks. |
| Monthly | Sends statements once every month. |
| Quarterly | Sends statements once every three months. |
Jinja Support in Email Content
The PDF Name, Subject, and Body fields support Jinja templates for dynamic content generation.
All document fields are available through the doc object, while applicant details are available through the applicant object.
Example:
Loan Statement Of Account for {{ applicant.applicant_name }}Actions
Download
The Download action generates statements for all selected applicants as a single combined PDF file.
Send Emails
The Send Emails action sends individual loan statements to each applicant through email.
- Each applicant receives their respective statement PDF.
- Configured CC recipients are included.
- Applicants without email addresses are skipped.
Scheduled Sending
When Auto Email is enabled, the system automatically sends statements through the scheduler whenever the configured schedule is due.
Note
For scheduled statement generation, the reporting period is automatically calculated using the configured Filter Duration instead of manually entered From and To Dates.
Best Practices
- Verify applicant email addresses before enabling automatic delivery.
- Configure PDF templates and email content before sending statements.
- Use Loan Product filters to generate targeted statements.
- Review scheduled email settings regularly.
- Use Jinja templates to personalize statement communication.
