Sponsors

A sponsor is the person who guarantees the customer on an installment transaction. You record them once under Sponsors and link them to every transaction they back, so you know who guarantees each customer and never type their details again.

Before you start

• An Owner, a Manager or anyone with the Installments clerk role can manage sponsors.
• A sponsor is optional. Add one only when the transaction needs a guarantor.

Add a sponsor

1. Go to Installments → Sponsors.
2. Press New sponsor.
3. Enter the Name. It's the only required field.
4. Enter the National ID and Mobile if you have them, and anything useful in Notes.
5. Press Save.

Sahab won't accept two sponsors with the same mobile number or the same national ID. If you see a message about it, the sponsor is already recorded: search for them and use that record.

Search and edit

• Type in Search name, mobile, or national ID to find a sponsor.
• Choose All, Active or Archived to filter the list by status.
• Press Edit on a sponsor's row to change their details, then Save. The change shows on every transaction they back.

Archive and restore a sponsor

When you no longer work with a sponsor, archive them instead of deleting them:

1. Press Edit on the sponsor's row.
2. Press Archive at the top of the page, then Archive in the window.

An archived sponsor stays on the installment transactions they back, but is no longer offered when you link a sponsor to one. Choose Archived in the sponsor list to find them. To bring them back, open their edit page and press Restore.

Link a sponsor to a new transaction

1. On the page where you create the installment transaction, scroll down to Sponsors.
2. Press Add sponsor and pick the sponsor from the list.
3. If they aren't recorded yet, press the + next to the list (New sponsor). In the Add sponsor window, enter their details, including the Sponsor address if you like, then press Save sponsor. They're added to Sponsors and linked to the transaction.
4. To add another sponsor, press Add sponsor again. To take one off, press Remove next to them.

One transaction can have up to ten sponsors.

Change the sponsors of an existing transaction

1. Open the transaction, then the Parties tab.
2. Press Manage sponsors.
3. Add a sponsor with Add sponsor, or take one off with Remove.
4. Press Save sponsors.

Note: You can change a transaction's sponsors only while its status is Active. Once the transaction is ended or cancelled, its sponsors stay as they are.

Tip: Remove on a transaction only unlinks the sponsor. It doesn't delete them from Sponsors.

What's next

• Create an installment transaction — every step from customer to schedule.
• Dues and overdue installments — follow the installments on the transactions a sponsor backs.