<h1 class="help-article-h1">Create your first loan</h1>
This short guide takes you from start to finish: pick or add the customer, fill in the loan details, review the summary and create it. It only takes a few minutes.
<h2 class="help-article-h2">Before you start</h2>
By default, the interest rate you enter is monthly and is split across the month&#39;s payments. If you&#39;d rather charge the full rate on each payment, switch it to Per period in the menu (☰) › Settings › Loan configuration. More details in <a href="/help/articles/installments-and-interest" class="help-article-link">Installments and interest</a>.
<h2 class="help-article-h2">1. Choose the customer</h2>
<ol class="help-article-ol"><li>Tap the + button in the bottom bar.</li><li>If you don&#39;t have any customers yet, the app takes you straight to New customer. If you do, choose Existing customer or New customer.</li><li>For a new customer, choose Manual entry or My contacts.</li><li>With Manual entry, Customer Creation opens: enter the Customer Name (the only required field) and, if you like, the Phone number. Tap Save and you return to the loan with the customer already filled in.</li></ol>
<blockquote class="help-article-quote">The app doesn&#39;t check for duplicates when you type the details by hand. If you import from My contacts and that contact is already your customer, it offers to use the existing one.</blockquote>
More details in <a href="/help/articles/adding-customer" class="help-article-link">Add a customer</a>.
<h2 class="help-article-h2">2. Fill in the loan details</h2>
<ol class="help-article-ol"><li>Loan Type: Fixed Interest, Amortized or Open-ended Note (you only see the types you have turned on).</li><li>Loan Amount: the principal you lend.</li><li>Interest Rate: the percentage. A line underneath reminds you whether it&#39;s monthly or Per period.</li><li>Payment Frequency: Daily, Weekly, Biweekly or Monthly.</li><li>Term: with Calculate by installments you enter the # of Installments; otherwise you pick the end date. The Open-ended Note has no term.</li><li>First Payment Date: calculated automatically; you can change it.</li></ol>
As you type, Loan Information shows the payment per period, the interest and the total to pay. Every field is explained in <a href="/help/articles/creating-loan" class="help-article-link">Creating a loan</a>.
<h2 class="help-article-h2">3. Review the summary</h2>
Tap Continue. The SUMMARY opens with the customer and loan details. If everything looks right, tap Create loan.
<h2 class="help-article-h2">4. Done!</h2>
You&#39;ll see Loan created!. From there you can Share summary as a PDF by WhatsApp or email, Print summary, or tap Continue to go back to Home.
<h2 class="help-article-h2">Next steps</h2>
<ul class="help-article-ul"><li><a href="/help/articles/receiving-payment" class="help-article-link">Receiving a payment</a></li><li><a href="/help/articles/creating-loan" class="help-article-link">Creating a loan</a></li><li><a href="/help/articles/adding-customer" class="help-article-link">Add a customer</a></li><li><a href="/help/articles/installments-and-interest" class="help-article-link">Installments and interest</a></li></ul>

<h1 class="help-article-h1">Crea tu primer préstamo</h1>
Esta guía corta te lleva de principio a fin: eliges o agregas al cliente, llenas los datos del préstamo, revisas el resumen y lo creas. Toma pocos minutos.
<h2 class="help-article-h2">Antes de empezar</h2>
Por defecto, la tasa de interés que escribes es mensual y se reparte entre los pagos del mes. Si prefieres cobrar la tasa completa en cada pago, cámbiala a Por período en el menú (☰) › Ajustes › Configuración de préstamos. Más detalles en <a href="/help/articles/installments-and-interest" class="help-article-link">Cuotas e intereses</a>.
<h2 class="help-article-h2">1. Elige al cliente</h2>
<ol class="help-article-ol"><li>Toca el botón + de la barra inferior.</li><li>Si todavía no tienes clientes, la app te lleva directo a Nuevo cliente. Si ya tienes, elige Cliente existente o Nuevo cliente.</li><li>Para un cliente nuevo, elige Entrada manual o Mis contactos.</li><li>Con Entrada manual se abre Crear Cliente: escribe el Nombre del Cliente (es el único dato obligatorio) y, si quieres, el Número de teléfono. Toca Grabar y vuelves al préstamo con el cliente ya puesto.</li></ol>
<blockquote class="help-article-quote">La app no revisa duplicados cuando escribes los datos a mano. Si importas desde Mis contactos y ese contacto ya es tu cliente, te ofrece usar el que ya existe.</blockquote>
Más detalles en <a href="/help/articles/adding-customer" class="help-article-link">Agregar un cliente</a>.
<h2 class="help-article-h2">2. Llena los datos del préstamo</h2>
<ol class="help-article-ol"><li>Tipo de Préstamo: Interés Fijo, Amortizable o Pagaré abierto (solo ves los tipos que tienes activados).</li><li>Monto del Préstamo: el capital que prestas.</li><li>Tasa de Interés: el porcentaje. Debajo, una línea te recuerda si es mensual o Por período.</li><li>Frecuencia de Pago: Diario, Semanal, Quincenal o Mensual.</li><li>Plazo: con Calcular por cuotas escribes el # de Cuotas; si no, eliges la fecha final. El Pagaré abierto no tiene plazo.</li><li>Fecha del Primer Pago: se calcula sola; puedes cambiarla.</li></ol>
Mientras escribes, Información del Préstamo te muestra el pago por período, el interés y el total a pagar. Todos los campos están explicados en <a href="/help/articles/creating-loan" class="help-article-link">Crear un préstamo</a>.
<h2 class="help-article-h2">3. Revisa el resumen</h2>
Toca Continuar. Se abre el RESUMEN con los datos del cliente y del préstamo. Si todo está bien, toca Crear préstamo.
<h2 class="help-article-h2">4. ¡Listo!</h2>
Verás ¡Préstamo creado!. Desde ahí puedes Compartir resumen en PDF por WhatsApp o correo, Imprimir resumen o tocar Continuar para volver a Inicio.
<h2 class="help-article-h2">Siguientes pasos</h2>
<ul class="help-article-ul"><li><a href="/help/articles/receiving-payment" class="help-article-link">Recibir un pago</a></li><li><a href="/help/articles/creating-loan" class="help-article-link">Crear un préstamo</a></li><li><a href="/help/articles/adding-customer" class="help-article-link">Agregar un cliente</a></li><li><a href="/help/articles/installments-and-interest" class="help-article-link">Cuotas e intereses</a></li></ul>

<h1 class="help-article-h1">Créez votre premier prêt</h1>
Ce guide court vous accompagne du début à la fin : choisissez ou ajoutez le client, remplissez les données du prêt, vérifiez le résumé et créez le prêt. Cela ne prend que quelques minutes.
<h2 class="help-article-h2">Avant de commencer</h2>
Par défaut, le taux d&#39;intérêt que vous saisissez est mensuel et se répartit entre les paiements du mois. Si vous préférez appliquer le taux complet à chaque paiement, passez à Par période dans le menu (☰) › Réglages › Configuration des prêts. Plus de détails dans <a href="/help/articles/installments-and-interest" class="help-article-link">Échéances et intérêts</a>.
<h2 class="help-article-h2">1. Choisissez le client</h2>
<ol class="help-article-ol"><li>Touchez le bouton + de la barre inférieure.</li><li>Si vous n&#39;avez encore aucun client, l&#39;app vous amène directement à Nouveau client. Sinon, choisissez Client existant ou Nouveau client.</li><li>Pour un nouveau client, choisissez Entrée manuelle ou Mes contacts.</li><li>Avec Entrée manuelle, l&#39;écran Création de Client s&#39;ouvre : saisissez le Nom du client (la seule donnée obligatoire) et, si vous voulez, le Numéro de téléphone. Touchez Enregistrer et vous revenez au prêt avec le client déjà renseigné.</li></ol>
<blockquote class="help-article-quote">L&#39;app ne vérifie pas les doublons quand vous saisissez les données à la main. Si vous importez depuis Mes contacts et que ce contact est déjà votre client, elle vous propose d&#39;utiliser le client existant.</blockquote>
Plus de détails dans <a href="/help/articles/adding-customer" class="help-article-link">Ajouter un client</a>.
<h2 class="help-article-h2">2. Remplissez les données du prêt</h2>
<ol class="help-article-ol"><li>Type de Prêt : Intérêt Fixe, Amortissable ou Billet à ordre ouvert (vous ne voyez que les types activés).</li><li>Montant du prêt : le capital que vous prêtez.</li><li>Taux d&#39;intérêt : le pourcentage. Juste en dessous, une ligne vous rappelle s&#39;il est mensuel ou Par période.</li><li>Fréquence de Paiement : Quotidien, Hebdomadaire, Bihebdomadaire ou Mensuel.</li><li>Durée : avec Calculer par versements, vous saisissez le # d&#39;échéances ; sinon, vous choisissez la date de fin. Le Billet à ordre ouvert n&#39;a pas de durée.</li><li>Date du Premier Paiement : calculée automatiquement ; vous pouvez la modifier.</li></ol>
Pendant la saisie, Informations sur le prêt affiche le paiement par période, les intérêts et le total à payer. Tous les champs sont expliqués dans <a href="/help/articles/creating-loan" class="help-article-link">Créer un prêt</a>.
<h2 class="help-article-h2">3. Vérifiez le résumé</h2>
Touchez Continuer. Le RÉSUMÉ s&#39;ouvre avec les données du client et du prêt. Si tout est correct, touchez Créer un prêt.
<h2 class="help-article-h2">4. C&#39;est fait !</h2>
Vous verrez Prêt créé !. De là, vous pouvez Partager le résumé en PDF par WhatsApp ou e-mail, Imprimer le résumé, ou toucher Continuer pour revenir à l&#39;Accueil.
<h2 class="help-article-h2">Étapes suivantes</h2>
<ul class="help-article-ul"><li><a href="/help/articles/receiving-payment" class="help-article-link">Recevoir un paiement</a></li><li><a href="/help/articles/creating-loan" class="help-article-link">Créer un prêt</a></li><li><a href="/help/articles/adding-customer" class="help-article-link">Ajouter un client</a></li><li><a href="/help/articles/installments-and-interest" class="help-article-link">Échéances et intérêts</a></li></ul>

<h1 class="help-article-h1">अपना पहला ऋण बनाएं</h1>
यह छोटी गाइड आपको शुरू से अंत तक ले जाती है: ग्राहक चुनें या जोड़ें, ऋण की जानकारी भरें, सारांश देखें और ऋण बनाएं। इसमें बस कुछ मिनट लगते हैं।
<h2 class="help-article-h2">शुरू करने से पहले</h2>
डिफ़ॉल्ट रूप से, आप जो ब्याज दर लिखते हैं वह मासिक होती है और महीने के भुगतानों में बँट जाती है। अगर आप हर भुगतान पर पूरी दर लेना चाहते हैं, तो मेनू (☰) › सेटिंग्स › ऋण कॉन्फ़िगरेशन में इसे प्रति अवधि पर बदलें। ज़्यादा जानकारी <a href="/help/articles/installments-and-interest" class="help-article-link">किस्तें और ब्याज</a> में है।
<h2 class="help-article-h2">1. ग्राहक चुनें</h2>
<ol class="help-article-ol"><li>नीचे की पट्टी में + बटन पर टैप करें।</li><li>अगर अभी आपके कोई ग्राहक नहीं हैं, तो ऐप आपको सीधे नया ग्राहक पर ले जाता है। अगर हैं, तो मौजूदा ग्राहक या नया ग्राहक चुनें।</li><li>नए ग्राहक के लिए मैनुअल प्रविष्टि या मेरे संपर्क चुनें।</li><li>मैनुअल प्रविष्टि से ग्राहक बनाएं खुलता है: ग्राहक का नाम लिखें (यही एकमात्र ज़रूरी जानकारी है) और चाहें तो फ़ोन नंबर भी। सहेजें पर टैप करें, और आप ग्राहक के साथ वापस ऋण पर आ जाएंगे।</li></ol>
<blockquote class="help-article-quote">जब आप जानकारी हाथ से लिखते हैं, तो ऐप डुप्लिकेट की जाँच नहीं करता। अगर आप मेरे संपर्क से जोड़ते हैं और वह संपर्क पहले से आपका ग्राहक है, तो ऐप मौजूदा ग्राहक इस्तेमाल करने का विकल्प देता है।</blockquote>
ज़्यादा जानकारी <a href="/help/articles/adding-customer" class="help-article-link">ग्राहक जोड़ें</a> में है।
<h2 class="help-article-h2">2. ऋण की जानकारी भरें</h2>
<ol class="help-article-ol"><li>ऋण प्रकार: निश्चित ब्याज, परिशोधन या खुला प्रॉमिसरी नोट (आपको सिर्फ़ वही प्रकार दिखते हैं जो आपने चालू किए हैं)।</li><li>ऋण राशि: वह मूलधन जो आप उधार देते हैं।</li><li>ब्याज दर: प्रतिशत। उसके नीचे एक लाइन याद दिलाती है कि दर मासिक है या प्रति अवधि।</li><li>भुगतान आवृत्ति: दैनिक, साप्ताहिक, पाक्षिक या मासिक।</li><li>अवधि: किस्तों के आधार पर गणना करें के साथ आप किश्तों की संख्या लिखते हैं; नहीं तो अंतिम तिथि चुनते हैं। खुला प्रॉमिसरी नोट की कोई अवधि नहीं होती।</li><li>पहली भुगतान तिथि: अपने-आप गणना होती है; आप इसे बदल सकते हैं।</li></ol>
जैसे-जैसे आप लिखते हैं, ऋण जानकारी प्रति अवधि भुगतान, ब्याज और कुल देय राशि दिखाती है। हर फ़ील्ड की जानकारी <a href="/help/articles/creating-loan" class="help-article-link">ऋण बनाना</a> में है।
<h2 class="help-article-h2">3. सारांश देखें</h2>
जारी रखें पर टैप करें। ग्राहक और ऋण की जानकारी के साथ सारांश खुलता है। अगर सब ठीक है, तो ऋण बनाएं पर टैप करें।
<h2 class="help-article-h2">4. हो गया!</h2>
आपको ऋण बनाया गया! दिखेगा। वहाँ से आप सारांश साझा करें से PDF WhatsApp या ई-मेल पर भेज सकते हैं, सारांश प्रिंट करें कर सकते हैं, या जारी रखें पर टैप करके होम पर लौट सकते हैं।
<h2 class="help-article-h2">अगले कदम</h2>
<ul class="help-article-ul"><li><a href="/help/articles/receiving-payment" class="help-article-link">भुगतान प्राप्त करें</a></li><li><a href="/help/articles/creating-loan" class="help-article-link">ऋण बनाना</a></li><li><a href="/help/articles/adding-customer" class="help-article-link">ग्राहक जोड़ें</a></li><li><a href="/help/articles/installments-and-interest" class="help-article-link">किस्तें और ब्याज</a></li></ul>

<h1 class="help-article-h1">Crie seu primeiro empréstimo</h1>
Este guia curto leva você do começo ao fim: escolha ou adicione o cliente, preencha os dados do empréstimo, revise o resumo e crie o empréstimo. Leva poucos minutos.
<h2 class="help-article-h2">Antes de começar</h2>
Por padrão, a taxa de juros que você digita é mensal e é dividida entre os pagamentos do mês. Se preferir cobrar a taxa completa em cada pagamento, mude para Por período no menu (☰) › Ajustes › Configuração de empréstimos. Mais detalhes em <a href="/help/articles/installments-and-interest" class="help-article-link">Parcelas e juros</a>.
<h2 class="help-article-h2">1. Escolha o cliente</h2>
<ol class="help-article-ol"><li>Toque no botão + da barra inferior.</li><li>Se você ainda não tem clientes, o app leva você direto para Novo cliente. Se já tem, escolha Cliente existente ou Novo cliente.</li><li>Para um cliente novo, escolha Entrada manual ou Meus contatos.</li><li>Com Entrada manual abre Criar Cliente: digite o Nome do Cliente (o único dado obrigatório) e, se quiser, o Número de telefone. Toque em Gravar e você volta ao empréstimo com o cliente já preenchido.</li></ol>
<blockquote class="help-article-quote">O app não verifica duplicados quando você digita os dados à mão. Se você importar de Meus contatos e esse contato já for seu cliente, o app oferece usar o que já existe.</blockquote>
Mais detalhes em <a href="/help/articles/adding-customer" class="help-article-link">Adicionar um cliente</a>.
<h2 class="help-article-h2">2. Preencha os dados do empréstimo</h2>
<ol class="help-article-ol"><li>Tipo de Empréstimo: Juros Fixos, Amortizável ou Nota promissória aberta (você só vê os tipos que tem ativados).</li><li>Valor do Empréstimo: o capital que você empresta.</li><li>Taxa de Juros: a porcentagem. Logo abaixo, uma linha lembra se ela é mensal ou Por período.</li><li>Frequência de Pagamento: Diário, Semanal, Quinzenal ou Mensal.</li><li>Prazo: com Calcular por parcelas você digita o # de Parcelas; caso contrário, escolhe a data final. A Nota promissória aberta não tem prazo.</li><li>Data do Primeiro Pagamento: é calculada automaticamente; você pode alterá-la.</li></ol>
Enquanto você digita, Informações do Empréstimo mostra o pagamento por período, os juros e o total a pagar. Todos os campos estão explicados em <a href="/help/articles/creating-loan" class="help-article-link">Criar um empréstimo</a>.
<h2 class="help-article-h2">3. Revise o resumo</h2>
Toque em Continuar. Abre o RESUMO com os dados do cliente e do empréstimo. Se estiver tudo certo, toque em Criar empréstimo.
<h2 class="help-article-h2">4. Pronto!</h2>
Você verá Empréstimo criado!. Dali você pode Compartilhar resumo em PDF por WhatsApp ou e-mail, Imprimir resumo ou tocar em Continuar para voltar ao Início.
<h2 class="help-article-h2">Próximos passos</h2>
<ul class="help-article-ul"><li><a href="/help/articles/receiving-payment" class="help-article-link">Receber um pagamento</a></li><li><a href="/help/articles/creating-loan" class="help-article-link">Criar um empréstimo</a></li><li><a href="/help/articles/adding-customer" class="help-article-link">Adicionar um cliente</a></li><li><a href="/help/articles/installments-and-interest" class="help-article-link">Parcelas e juros</a></li></ul>

Paid Business plan (not in the trial): invite members by email, roles, seats (5 + 5), client assignment, budgets and what each role sees.

Team: invite people to work with you

Today's reminders card, Payments › Reminders, sending in a row. You send each message from your own WhatsApp; nothing is automatic.

Payment reminders on WhatsApp

Your home screen: portfolio gauges, active and recent loans, today's reminders and which cards to show.

The Dashboard

Pick the customer, loan type, rate and dates, review the summary and create the loan.

Creating a loan

Quick amount buttons, retroactive dates, and four ways to share the receipt.

Receiving a payment

The app's 8 reports and the web ones, where to find them and which plan opens each.

Reports overview

The Reports, Functions and Settings menu: what's in each, on phone, tablet and web.

Settings

Reset your password or verify your email from the login screen.

Login issues

For the person invited: accept the link, sign in with the invited email, switch between your account and the company.

Joining a team (collectors and members)

Active, Paid and Lost, customer rows, search by name and the list on the web.

Loan list

Where to find it (Profile → Reports), how to pick the dates, what every total means, and how to share or export it.

End of day report

The 6 optional steps after sign-up, how to skip or finish them later, and where to change each choice.

Account setup

See every payment on a loan, resend a receipt or delete a payment.

Payment history

Update your name, company, and contact information.

Your profile

What to do when changes aren't appearing across devices.

Sync problems

One reading when a collector confirms a payment, consent first, optional, who sees it and 90-day retention.

Location when collecting (GPS)

Header plus one card per loan — balance, schedule, mora. Actions live in the menu.

Loan detail

Add customers from Clients, while creating a loan or from your contacts, with photos and optional details.

Add a customer

Send a receipt after each payment, or resend it later from the payment history.

Sending receipts

Why a schedule or balance might differ from your expectation.

Payment calculation differences

Professional and Business: cash on hand, capital on the street, monthly profit, automatic and manual movements, printing.

Capital: your cash book

60-day trial with everything in Business (except Team), what Essential, Professional and Business include, how to subscribe and cancel.

Plans and free trial

Your customers with their contact info, loans and balance.

Customer list report

Where to see a loan's amortization schedule and how to read each column.

Amortization schedule

Connect a thermal printer, run a test and choose what the receipt prints.

Bluetooth printer setup

See and change your plan, who charges you, restore purchases and what to do if you paid but don't see your plan.

Subscription and billing

How to update on iOS and Android, turn on automatic updates, check your current version, and what to do when no update appears.

Updating the app

Quick guide: pick or add the customer, fill in the loan details, review the summary and create it.

Create your first loan

The payments that should come in, to plan your collections.

Expected payments report

See who did what and when: logged actions, filters and who can see it (web only).

Team activity

How late fees are calculated, turning them on per loan, collecting them with Late Fee Payment, and automatic late fees.

Late fees (mora)

Set a loan to Daily frequency, build a per-day schedule, and collect on a fixed route.

Daily payment loans

Real-time backup to Firebase, manual exports, and restore.

Backup and restore

The metrics that summarize how your loan portfolio is doing.

Loan performance report

What works without internet (viewing loaded data, scheduled reminders) and what needs a connection: creating loans, recording payments, reports and more.

Using LoanAdmin offline

The What's new window after updating, how to see it again in Settings › About, LoanAdmin announcements, and release notes on the web.

Where to see what's new in the app

Attach photos and PDFs to each loan: plan limits, viewing, deleting and Team.

Loan documents and photos

Payment list report

See where your account is signed in and sign out a device.

Device management

See each day's collections in the Payment Calendar and set work days and holidays so due dates move to a work day (Essential, Professional and Business).

Payment calendar and work days

Sign in at loanadmin.app with the same account (Business plan), what's in the web dashboard, Excel exports, managing your Team, and what's different from the phone.

Using LoanAdmin on the web

Same account, migrating data from the previous iPhone version, restoring backups safely, and what to include in a ticket if something is still missing.

I updated the app and can't see my loans or customers

Loan photos go in Loan Documents; customer photos go on the customer's record.

Attaching photos

Business, on loanadmin.app: a customer's complete file and the Loan movements report, and what each file contains.

Export to Excel (web)

Delete your account from the app or the web, what gets deleted, how to cancel your store subscription, and how to request deletion by email.

How to delete your account and your data

LoanAdmin keeps the record of your loans and payments. It doesn't move money, process your customers' payments or connect to M-Pesa, banks or wallets.

What LoanAdmin does and doesn't do

How Overdue, Today and Tomorrow are calculated (frequency, preferred day, work calendar) and the five usual reasons a payment is missing.

A payment doesn't show up as pending or due tomorrow

Update, check your connection and restart the app; what to know before uninstalling; why stores don't allow going back to an older version; and when to open a ticket.

The app is slow or I want the previous version

How the Request my data button works, what the copy contains, and how long we keep your clients, loans, payments and collection locations.

Requesting a copy of your data and how long we keep it

Mark a loan as lost, what changes in your balances, the Lost Loans summary, and how to reactivate or permanently delete a lost loan.

Lost or uncollectible loans

What the Late Fee Report and the Balance Report show, which plans include them, how to open them, and the Overdue Loans and Balance reports on the web.

Late fee and balance reports

Choose the receipt fields, show the installment total, add your business name and logo, and understand the receipt language.

Receipt settings

Lock the app with Face ID, fingerprint or a PIN, choose the lock time, what happens after 3 failed attempts, device limits per plan and web session timeout.

PIN, fingerprint or Face ID and automatic lock

What you can edit on a client or a loan, how deleting sends it to the trash for 30 days, Undo, and how to restore it (Team › Trash on the web with Business).

Editing or deleting clients and loans, and the trash

What each dashboard figure means, how to choose widgets, and what Capital shows on Professional and Business: cash on hand, capital on the street and monthly profit.

Where to see your totals: amount lent, interest and capital on the street

Choose your currencies and primary currency (2, 3 or 5 per plan), how multi-currency totals and decimals work, change the language, and what your country is used for.

Currencies, language and country

Monthly vs per-period rate, Fixed Interest vs Amortized vs Open-ended Note, receipt installment numbering, and why the balance differs from installments left.

Installments and interest: how LoanAdmin calculates them

Generate, share or print the Loan Report and choose what the loan summary includes.

The loan PDF report

Set collection reminders (time and advance notice), the other notifications LoanAdmin sends, the inbox, and what to check when notifications don't arrive.

Notifications and the notification inbox

Choose how the rate is read, installment rounding, which loan types you see and the default late fee.

Loan settings

What each metric means, how the 300–850 score is calculated, currency filter and export.

Web reports: Loan Portfolio and Credit Risk

What your Loyalty account keeps, why new features aren't included, and how to move to a plan without losing your data.

I already paid for the app (one-time purchase). What now?

A loan with no term: you charge each period's interest on the balance and extra payments reduce the principal.

Open-ended Note

Open a ticket, what your plan includes, attaching images on the web, AI-first replies, alerts and closing.

Contact support (tickets)

Plan Business pagado (no está en la prueba): invita por correo, roles, asientos (5 + 5), asignación de clientes, presupuestos y qué ve cada rol.

Colaboradores: invita a otras personas a trabajar contigo

Tarjeta Recordatorios de hoy, Pagos › Recordatorios, envío en serie. Tú envías cada mensaje desde tu WhatsApp; nada es automático.

Recordatorios de cobro por WhatsApp

Tu pantalla de inicio: indicadores de cartera, préstamos activos y recientes, recordatorios del día y qué tarjetas ver.

El Dashboard

Elige al cliente, el tipo de préstamo, la tasa y las fechas, revisa el resumen y crea el préstamo.

Crear un préstamo

Botones rápidos de monto, fechas retroactivas y cuatro formas de compartir el recibo.

Recibir un pago

Los 8 reportes de la app y los de la web, dónde están y qué plan abre cada uno.

Reportes (general)

El menú Reportes, Funciones y Ajustes: qué hay en cada uno, en el teléfono, la tablet y la web.

Ajustes

Restablece tu contraseña o verifica tu correo desde la pantalla de inicio de sesión.

Problemas para iniciar sesión

Para quien recibe la invitación: acepta el enlace, entra con el correo invitado y cambia entre tu cuenta y la empresa.

Unirte como colaborador (cobradores y otros roles)

Activos, Saldados y Perdidos, filas por cliente, búsqueda por nombre y la lista en la web.

Lista de préstamos

Dónde encontrarlo (Perfil → Reportes), cómo elegir las fechas, qué significa cada total y cómo compartirlo o exportarlo.

Reporte Fin del día

Los 6 pasos opcionales tras crear tu cuenta, cómo omitirlos o terminarlos después y dónde cambiar cada cosa.

Configuración de la cuenta

Mira cada pago de un préstamo, reenvía un recibo o elimina un pago.

Historial de pagos

Actualiza tu nombre, empresa y datos de contacto.

Tu perfil

Qué hacer cuando los cambios no aparecen en todos los dispositivos.

Problemas de sincronización

Una sola lectura al confirmar el pago, consentimiento primero, opcional, quién la ve y retención de 90 días.

Ubicación al cobrar (GPS)

Encabezado más una tarjeta por préstamo — saldo, calendario, mora. Las acciones están en el menú.

Detalle del préstamo

Agrega clientes desde Clientes, al crear un préstamo o desde tus contactos, con fotos y datos opcionales.

Agregar un cliente

Envía el recibo después de cada pago o reenvíalo más tarde desde el historial.

Enviar recibos

Por qué un calendario o saldo puede diferir de lo que esperabas.

Diferencias en cálculo de pagos

Professional y Business: efectivo disponible, capital en la calle, ganancia del mes, movimientos automáticos y manuales, imprimir.

Capital: tu libro de caja

Prueba de 60 días con todo Business (excepto Colaboradores), qué incluyen Essential, Professional y Business, cómo suscribirte y cancelar.

Planes y prueba gratis

Tus clientes con su contacto, préstamos y saldo.

Reporte de lista de clientes

Dónde ver la tabla de amortización de un préstamo y cómo leer cada columna.

Tabla de amortización

Conecta una impresora térmica, haz una prueba y elige qué imprime el recibo.

Configurar impresora Bluetooth

Ver y cambiar tu plan, quién te cobra, restaurar compras y qué hacer si pagaste y no ves tu plan.

Suscripción y facturación

Cómo actualizar en iOS y Android, activar las actualizaciones automáticas, ver tu versión actual y qué hacer si no aparece la actualización.

Actualizar la app

Guía rápida: elige o agrega al cliente, llena los datos del préstamo, revisa el resumen y créalo.

Crea tu primer préstamo

Los pagos que deberían entrar, para planificar tus cobros.

Reporte de pagos esperados

Quién hizo qué y cuándo: acciones registradas, filtros y quién la ve (solo web).

Actividad de colaboradores

Cómo se calcula la mora, cómo activarla por préstamo, cobrarla con Pago de Mora y usar la mora automática.

Recargos por mora

Pon un préstamo en frecuencia Diaria, arma un calendario por día y cobra en una ruta fija.

Préstamos con pagos diarios

Respaldo en tiempo real a Firebase, exportaciones manuales y restauración.

Respaldo y restauración

Las métricas que resumen cómo va tu cartera de préstamos.

Reporte de desempeño de préstamos

Qué funciona sin internet (consultar lo ya cargado, recordatorios programados) y qué necesita conexión: crear préstamos, registrar pagos, reportes y más.

Create your first loan

Before you start

1. Choose the customer

2. Fill in the loan details

3. Review the summary

4. Done!

Next steps

Related articles

The Dashboard

Account setup

Add a customer