---
title: "How do I set up the loan repayment plan/repayment details?"
slug: "how-do-i-set-up-the-loan-repayment-plan-repayment-details"
updated: 2026-06-10T11:19:12Z
published: 2026-06-10T11:19:12Z
canonical: "help.cintra.co.uk/how-do-i-set-up-the-loan-repayment-plan-repayment-details"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.cintra.co.uk/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I set up the loan repayment plan/repayment details?

Within **Cintra iQ**, you can set up a loan repayment plan.

## To set up the plan

1. Navigate to the **Loans** pane. Go to **Cintra iQ**: Employment Record > Forms > Deductions > Loan Repayments tab.
2. Right-click: **New**. The **New Loan** form appears.
3. Enter the **Loan Reference**. i.e. Travel Loan 2019
4. Enter the date the loan was made.
5. Enter the **Loan Amount**.
6. Select the **Deduction** name you wish to appear on the payslip.
7. Enter the value for the number of **Joint Borrowers**.
8. Enter the date the loan is discharged if the employee repays the loan early (outside of Payroll).
9. Select the **Reclaim outstanding balance from leaver** checkbox, if necessary.

> [!NOTE]
> **Note:** By selecting this box, should the employee leave and still have an outstanding balance on the loan, it will be recovered from their final pay (provided there is sufficient net pay to cover the amount).

You can set the loan repayment details within **Cintra iQ** once a loan plan has been set up.

## To set the repayment details

1. Navigate to the **Loans** pane. Go to **Cintra iQ**: Employment Record > Forms > Deductions > Loan Repayments tab.
2. Select the desired loan plan.
3. Right-click: **New** in the **Repayment Details** pane. The **New Loan Repayment** form appears.
4. Enter the **From** date.
5. Enter the **To** date.
6. Enter the **Repayment** frequency.
7. Select either of the following:
  - **Inherit standard repayment amount.**
  - **Employment specific repayment amount** and then enter the **Repayment** amount.
8. Click the **OK** button to save.

> [!NOTE]
> **Note:** If the loan amount does not divide in to equal repayment amounts (loan amount / term of the loan) you may need to add two records to the Repayment Details pane for that plan.