PaisaBookEMI Collection

Settings

Personal preferences and EMI defaults

Preferences

Dark mode
Use the toggle in the top bar
WhatsApp reminders
Create EMI due reminder links

Change password

Business and EMI defaults

Bulk customer and loan import

Upload CSV or XLSX with customer details and loan columns. Existing customers are matched by mobile number.

Required columns: name, mobile, whatsapp, aadharNumber, panNumber, email, address, principal, emiAmount, tenureDays, startDate.