<h1 class="help-article-h1">Customer list report</h1>
<p class="help-article-p">The <strong>Customer list</strong> report puts every customer who has at least one active loan on a single document, with how much you&#39;ve lent them, what they still owe and how much they&#39;ve paid. Customers with no active loan aren&#39;t included.</p>
<h2 class="help-article-h2">Who can open it</h2>
<p class="help-article-p">Included in the 60-day trial and in every paid plan (Essential, Professional and Business). It&#39;s also available on the legacy Loyalty plan. See <a href="/help/articles/reports-overview" class="help-article-link">Reports</a> for the full list.</p>
<h2 class="help-article-h2">Where to find it</h2>
<ul class="help-article-ul"><li><strong>Phone:</strong> Dashboard → menu button (☰) at the top-right → <strong>Reports</strong> → <strong>Customer list</strong> (under <em>Portfolio</em>).</li><li><strong>Tablet:</strong> tap your photo on the Dashboard → <strong>Profile</strong> → <strong>Reports</strong> → <strong>Customer list</strong>.</li><li><strong>Web app (Business plan):</strong> <strong>Reports</strong> in the sidebar → <strong>Customer List</strong> card.</li></ul>
<p class="help-article-p">It opens directly — no dates to pick — because it shows the portfolio as it is right now. You need an internet connection.</p>
<h2 class="help-article-h2">What the report shows</h2>
<p class="help-article-p">Customers appear in alphabetical order. On mobile, each customer gets a card with:</p>
<ul class="help-article-ul"><li><strong># of Loans</strong> — all their loans, active and finished.</li><li><strong>Total of Loans</strong> — everything you&#39;ve lent them over time.</li><li><strong>Current Loan</strong> — what they still owe on their active loans.</li><li><strong># of Payments</strong> — how many payments they&#39;ve made.</li><li><strong>Amount Paid</strong> — the total they&#39;ve paid.</li></ul>
<p class="help-article-p">The customer&#39;s currency appears next to their name. When a customer has loans in more than one currency, you&#39;ll see all of them.</p>
<h3 class="help-article-h3">More than one currency</h3>
<p class="help-article-p">If your customers have loans in different currencies, currency chips appear at the top. <strong>All Currencies</strong> shows everyone; tap a currency to see only the customers who owe in it. Amounts are never converted between currencies.</p>
<h2 class="help-article-h2">Sharing, printing and exporting</h2>
<ul class="help-article-ul"><li><strong>Mobile:</strong> <strong>Share</strong> (PDF to WhatsApp, email, Files, Drive…) and <strong>Print</strong> (print preview, also with a paired Bluetooth printer).</li><li><strong>Web:</strong> <strong>Export CSV</strong>, <strong>Export TXT</strong>, <strong>Share</strong> and <strong>Print</strong>. To export one customer&#39;s full file to Excel, open the customer on the web — see <a href="/help/articles/excel-export" class="help-article-link">Export to Excel</a>.</li></ul>
<h2 class="help-article-h2">Tips</h2>
<ul class="help-article-ul"><li>Run it at month-end and keep the PDF: comparing <strong>Current Loan</strong> month to month shows whether your portfolio is growing or shrinking.</li><li>To see who is late, use the <a href="/help/articles/expected-payments-report" class="help-article-link">Expected payments report</a> or, on the web, <strong>Overdue Loans</strong>.</li></ul>
<h2 class="help-article-h2">Related</h2>
<ul class="help-article-ul"><li><a href="/help/articles/reports-overview" class="help-article-link">Reports</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Loan performance report</a></li><li><a href="/help/articles/payment-list-report" class="help-article-link">Payment list report</a></li></ul>

<h1 class="help-article-h1">Reporte Lista de clientes</h1>
<p class="help-article-p">El reporte <strong>Lista de clientes</strong> reúne en un solo documento a todos los clientes que tienen al menos un préstamo activo, con cuánto les has prestado, cuánto deben todavía y cuánto han pagado. Los clientes sin préstamo activo no aparecen.</p>
<h2 class="help-article-h2">Quién puede abrirlo</h2>
<p class="help-article-p">Incluido en la prueba de 60 días y en todos los planes pagados (Essential, Professional y Business). También está disponible en el plan Loyalty heredado. Consulta <a href="/help/articles/reports-overview" class="help-article-link">Reportes (general)</a> para ver la lista completa.</p>
<h2 class="help-article-h2">Dónde encontrarlo</h2>
<ul class="help-article-ul"><li><strong>Teléfono:</strong> Dashboard → botón de menú (☰) arriba a la derecha → <strong>Reportes</strong> → <strong>Lista de clientes</strong> (en <em>Cartera</em>).</li><li><strong>Tablet:</strong> toca tu foto en el Dashboard → <strong>Perfil</strong> → <strong>Reportes</strong> → <strong>Lista de clientes</strong>.</li><li><strong>App web (plan Business):</strong> <strong>Reportes</strong> en la barra lateral → tarjeta <strong>Lista de Clientes</strong>.</li></ul>
<p class="help-article-p">Se abre directamente — sin fechas que elegir — porque muestra la cartera tal como está en este momento. Necesitas conexión a internet.</p>
<h2 class="help-article-h2">Qué muestra el reporte</h2>
<p class="help-article-p">Los clientes aparecen en orden alfabético. En el móvil, cada cliente tiene una tarjeta con:</p>
<ul class="help-article-ul"><li><strong># de Préstamos</strong> — todos sus préstamos, activos y terminados.</li><li><strong>Total de Préstamos</strong> — todo lo que le has prestado a lo largo del tiempo.</li><li><strong>Current Loan</strong> (saldo pendiente: lo que todavía debe en sus préstamos activos).</li><li><strong># de Pagos</strong> — cuántos pagos ha hecho.</li><li><strong>Amount Paid</strong> (monto pagado: el total que ha pagado).</li></ul>
<p class="help-article-p">La moneda del cliente aparece junto a su nombre. Cuando un cliente tiene préstamos en más de una moneda, las verás todas.</p>
<h3 class="help-article-h3">Más de una moneda</h3>
<p class="help-article-p">Si tus clientes tienen préstamos en monedas distintas, aparecen botones de moneda arriba. <strong>Todas las Monedas</strong> muestra a todos; toca una moneda para ver solo a los clientes que deben en ella. Los montos nunca se convierten entre monedas.</p>
<h2 class="help-article-h2">Compartir, imprimir y exportar</h2>
<ul class="help-article-ul"><li><strong>Móvil:</strong> <strong>Compartir</strong> (PDF a WhatsApp, correo, Archivos, Drive…) e <strong>Imprimir</strong> (vista previa de impresión, también con una impresora Bluetooth vinculada).</li><li><strong>Web:</strong> <strong>Exportar CSV</strong>, <strong>Exportar TXT</strong>, <strong>Compartir</strong> e <strong>Imprimir</strong>. Para exportar a Excel la ficha completa de un cliente, abre el cliente en la web — consulta <a href="/help/articles/excel-export" class="help-article-link">Exportar a Excel</a>.</li></ul>
<h2 class="help-article-h2">Consejos</h2>
<ul class="help-article-ul"><li>Genéralo a fin de mes y guarda el PDF: comparar <strong>Current Loan</strong> (saldo pendiente) mes a mes te muestra si tu cartera está creciendo o achicándose.</li><li>Para ver quién está atrasado, usa el <a href="/help/articles/expected-payments-report" class="help-article-link">Reporte Pagos Esperados</a> o, en la web, <strong>Préstamos Vencidos</strong>.</li></ul>
<h2 class="help-article-h2">Relacionado</h2>
<ul class="help-article-ul"><li><a href="/help/articles/reports-overview" class="help-article-link">Reportes (general)</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Reporte Rendimiento del Préstamo</a></li><li><a href="/help/articles/payment-list-report" class="help-article-link">Reporte Lista de pagos</a></li></ul>

<h1 class="help-article-h1">Rapport de liste des clients</h1>
<p class="help-article-p">Le rapport <strong>Liste de clients</strong> réunit dans un seul document chaque client ayant au moins un prêt actif, avec ce que vous lui avez prêté, ce qu&#39;il doit encore et ce qu&#39;il a payé. Les clients sans prêt actif n&#39;y figurent pas.</p>
<h2 class="help-article-h2">Qui peut l&#39;ouvrir</h2>
<p class="help-article-p">Inclus dans l&#39;essai de 60 jours et dans tous les forfaits payants (Essential, Professional et Business). Il est aussi disponible avec l&#39;ancien forfait Loyalty. Voir <a href="/help/articles/reports-overview" class="help-article-link">Rapports</a> pour la liste complète.</p>
<h2 class="help-article-h2">Où le trouver</h2>
<ul class="help-article-ul"><li><strong>Téléphone :</strong> tableau de bord → bouton de menu (☰) en haut à droite → <strong>Rapports</strong> → <strong>Liste de clients</strong> (sous <em>Portefeuille</em>).</li><li><strong>Tablette :</strong> touchez votre photo sur le tableau de bord → <strong>Profil</strong> → <strong>Rapports</strong> → <strong>Liste de clients</strong>.</li><li><strong>Application web (forfait Business) :</strong> <strong>Rapports</strong> dans la barre latérale → carte <strong>Liste des Clients</strong>.</li></ul>
<p class="help-article-p">Il s&#39;ouvre directement — sans dates à choisir — car il montre le portefeuille tel qu&#39;il est en ce moment. Vous avez besoin d&#39;une connexion internet.</p>
<h2 class="help-article-h2">Ce que montre le rapport</h2>
<p class="help-article-p">Les clients apparaissent par ordre alphabétique. Sur mobile, chaque client a une fiche avec :</p>
<ul class="help-article-ul"><li><strong># de Prêts</strong> — tous ses prêts, actifs et terminés.</li><li><strong>Total des Prêts</strong> — tout ce que vous lui avez prêté au fil du temps.</li><li><strong>Current Loan</strong> (prêt en cours) — ce qu&#39;il doit encore sur ses prêts actifs.</li><li><strong># de Paiements</strong> — le nombre de paiements qu&#39;il a effectués.</li><li><strong>Amount Paid</strong> (montant payé) — le total qu&#39;il a payé.</li></ul>
<p class="help-article-p">La devise du client apparaît à côté de son nom. Lorsqu&#39;un client a des prêts dans plus d&#39;une devise, vous les verrez toutes.</p>
<h3 class="help-article-h3">Plus d&#39;une devise</h3>
<p class="help-article-p">Si vos clients ont des prêts dans différentes devises, des puces de devise apparaissent en haut. <strong>Toutes les Devises</strong> affiche tout le monde ; touchez une devise pour ne voir que les clients qui doivent dans cette devise. Les montants ne sont jamais convertis d&#39;une devise à l&#39;autre.</p>
<h2 class="help-article-h2">Partager, imprimer et exporter</h2>
<ul class="help-article-ul"><li><strong>Mobile :</strong> <strong>Partager</strong> (PDF vers WhatsApp, e-mail, Fichiers, Drive…) et <strong>Imprimer</strong> (aperçu avant impression, aussi avec une imprimante Bluetooth appairée).</li><li><strong>Web :</strong> <strong>Exporter CSV</strong>, <strong>Exporter TXT</strong>, <strong>Partager</strong> et <strong>Imprimer</strong>. Pour exporter le dossier complet d&#39;un client vers Excel, ouvrez ce client sur le web — voir <a href="/help/articles/excel-export" class="help-article-link">Exporter vers Excel</a>.</li></ul>
<h2 class="help-article-h2">Conseils</h2>
<ul class="help-article-ul"><li>Générez-le en fin de mois et conservez le PDF : comparer <strong>Current Loan</strong> (prêt en cours) d&#39;un mois à l&#39;autre montre si votre portefeuille grandit ou diminue.</li><li>Pour voir qui est en retard, utilisez le <a href="/help/articles/expected-payments-report" class="help-article-link">Rapport des paiements attendus</a> ou, sur le web, <strong>Prêts en Retard</strong>.</li></ul>
<h2 class="help-article-h2">Articles liés</h2>
<ul class="help-article-ul"><li><a href="/help/articles/reports-overview" class="help-article-link">Rapports</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Rapport de performance des prêts</a></li><li><a href="/help/articles/payment-list-report" class="help-article-link">Rapport de liste des paiements</a></li></ul>

<h1 class="help-article-h1">ग्राहक सूची रिपोर्ट</h1>
<p class="help-article-p"><strong>ग्राहक सूची</strong> रिपोर्ट हर उस ग्राहक को एक ही दस्तावेज़ में रखती है जिसका कम से कम एक सक्रिय ऋण है, साथ में यह कि आपने उन्हें कितना उधार दिया, उन पर अभी कितना बाकी है और उन्होंने कितना चुकाया है। जिन ग्राहकों का कोई सक्रिय ऋण नहीं है, वे शामिल नहीं होते।</p>
<h2 class="help-article-h2">इसे कौन खोल सकता है</h2>
<p class="help-article-p">60 दिन के ट्रायल और हर पेड प्लान (Essential, Professional और Business) में शामिल है। यह पुराने Loyalty प्लान पर भी उपलब्ध है। पूरी सूची के लिए <a href="/help/articles/reports-overview" class="help-article-link">रिपोर्ट्स — अवलोकन</a> देखें।</p>
<h2 class="help-article-h2">यह कहाँ मिलती है</h2>
<ul class="help-article-ul"><li><strong>फ़ोन:</strong> डैशबोर्ड → ऊपर दाईं ओर मेनू बटन (☰) → <strong>रिपोर्ट</strong> → <strong>ग्राहक सूची</strong> (<em>पोर्टफोलियो</em> के अंतर्गत)।</li><li><strong>टैबलेट:</strong> डैशबोर्ड पर अपनी फ़ोटो पर टैप करें → <strong>प्रोफ़ाइल</strong> → <strong>रिपोर्ट</strong> → <strong>ग्राहक सूची</strong>।</li><li><strong>वेब ऐप (Business प्लान):</strong> साइडबार में <strong>रिपोर्ट</strong> → <strong>ग्राहक सूची</strong> कार्ड।</li></ul>
<p class="help-article-p">यह सीधे खुलती है — कोई तारीख नहीं चुननी पड़ती — क्योंकि यह पोर्टफोलियो को ठीक इस समय की स्थिति में दिखाती है। आपको इंटरनेट कनेक्शन चाहिए।</p>
<h2 class="help-article-h2">रिपोर्ट में क्या दिखता है</h2>
<p class="help-article-p">ग्राहक वर्णानुक्रम में दिखते हैं। मोबाइल पर हर ग्राहक का एक कार्ड होता है, जिसमें:</p>
<ul class="help-article-ul"><li><strong>ऋणों की संख्या</strong> — उनके सभी ऋण, सक्रिय और पूरे हो चुके दोनों।</li><li><strong>कुल ऋण</strong> — अब तक आपने उन्हें जितना भी उधार दिया है।</li><li><strong>Current Loan</strong> (वर्तमान ऋण) — उनके सक्रिय ऋणों पर उन पर अभी कितना बाकी है।</li><li><strong>भुगतानों की संख्या</strong> — उन्होंने कितने भुगतान किए हैं।</li><li><strong>Amount Paid</strong> (चुकाई गई राशि) — उन्होंने कुल कितना चुकाया है।</li></ul>
<p class="help-article-p">ग्राहक की मुद्रा उनके नाम के बगल में दिखती है। जब किसी ग्राहक के ऋण एक से अधिक मुद्रा में हों, तो आपको सभी मुद्राएँ दिखेंगी।</p>
<h3 class="help-article-h3">एक से अधिक मुद्रा</h3>
<p class="help-article-p">अगर आपके ग्राहकों के ऋण अलग-अलग मुद्राओं में हैं, तो ऊपर मुद्रा चिप दिखाई देते हैं। <strong>सभी मुद्राएँ</strong> सभी को दिखाता है; केवल उस मुद्रा में बकाया वाले ग्राहकों को देखने के लिए किसी मुद्रा पर टैप करें। राशियाँ कभी भी एक मुद्रा से दूसरी मुद्रा में नहीं बदली जातीं।</p>
<h2 class="help-article-h2">साझा करना, प्रिंट करना और एक्सपोर्ट करना</h2>
<ul class="help-article-ul"><li><strong>मोबाइल:</strong> <strong>साझा करें</strong> (PDF को WhatsApp, ईमेल, Files, Drive… पर) और <strong>प्रिंट करें</strong> (प्रिंट प्रीव्यू, पेयर किए गए ब्लूटूथ प्रिंटर के साथ भी)।</li><li><strong>वेब:</strong> <strong>CSV निर्यात करें</strong>, <strong>TXT निर्यात करें</strong>, <strong>साझा करें</strong> और <strong>प्रिंट करें</strong>। किसी एक ग्राहक की पूरी फ़ाइल Excel में एक्सपोर्ट करने के लिए, वेब पर उस ग्राहक को खोलें — देखें <a href="/help/articles/excel-export" class="help-article-link">Excel में एक्सपोर्ट</a>।</li></ul>
<h2 class="help-article-h2">सुझाव</h2>
<ul class="help-article-ul"><li>इसे महीने के अंत में चलाएँ और PDF संभालकर रखें: महीने-दर-महीने <strong>Current Loan</strong> (वर्तमान ऋण) की तुलना करने से पता चलता है कि आपका पोर्टफोलियो बढ़ रहा है या घट रहा है।</li><li>कौन देर कर रहा है, यह देखने के लिए <a href="/help/articles/expected-payments-report" class="help-article-link">अपेक्षित भुगतान रिपोर्ट</a> या वेब पर <strong>अतिदेय ऋण</strong> का उपयोग करें।</li></ul>
<h2 class="help-article-h2">संबंधित</h2>
<ul class="help-article-ul"><li><a href="/help/articles/reports-overview" class="help-article-link">रिपोर्ट्स — अवलोकन</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">ऋण प्रदर्शन रिपोर्ट</a></li><li><a href="/help/articles/payment-list-report" class="help-article-link">भुगतान सूची रिपोर्ट</a></li></ul>

<h1 class="help-article-h1">Relatório Lista de clientes</h1>
<p class="help-article-p">O relatório <strong>Lista de clientes</strong> reúne em um único documento todos os clientes que têm pelo menos um empréstimo ativo, com quanto você emprestou a cada um, quanto ainda devem e quanto já pagaram. Clientes sem empréstimo ativo não aparecem.</p>
<h2 class="help-article-h2">Quem pode abrir</h2>
<p class="help-article-p">Incluído no período de teste de 60 dias e em todos os planos pagos (Essential, Professional e Business). Também está disponível no plano legado Loyalty. Veja <a href="/help/articles/reports-overview" class="help-article-link">Relatórios (visão geral)</a> para a lista completa.</p>
<h2 class="help-article-h2">Onde encontrá-lo</h2>
<ul class="help-article-ul"><li><strong>Celular:</strong> Dashboard → botão de menu (☰) no canto superior direito → <strong>Relatórios</strong> → <strong>Lista de clientes</strong> (em <em>Carteira</em>).</li><li><strong>Tablet:</strong> toque na sua foto no Dashboard → <strong>Perfil</strong> → <strong>Relatórios</strong> → <strong>Lista de clientes</strong>.</li><li><strong>App web (plano Business):</strong> <strong>Relatórios</strong> na barra lateral → cartão <strong>Lista de Clientes</strong>.</li></ul>
<p class="help-article-p">Ele abre diretamente — sem datas para escolher — porque mostra a carteira como ela está agora. Você precisa de conexão com a internet.</p>
<h2 class="help-article-h2">O que o relatório mostra</h2>
<p class="help-article-p">Os clientes aparecem em ordem alfabética. No celular, cada cliente tem um cartão com:</p>
<ul class="help-article-ul"><li><strong># de Empréstimos</strong> — todos os empréstimos dele, ativos e finalizados.</li><li><strong>Total de Empréstimos</strong> — tudo o que você emprestou a ele ao longo do tempo.</li><li><strong>Current Loan</strong> (empréstimo atual) — o que ele ainda deve nos empréstimos ativos.</li><li><strong># de Pagamentos</strong> — quantos pagamentos ele fez.</li><li><strong>Amount Paid</strong> (valor pago) — o total que ele já pagou.</li></ul>
<p class="help-article-p">A moeda do cliente aparece ao lado do nome. Quando um cliente tem empréstimos em mais de uma moeda, você vê todas elas.</p>
<h3 class="help-article-h3">Mais de uma moeda</h3>
<p class="help-article-p">Se seus clientes têm empréstimos em moedas diferentes, aparecem chips de moeda no topo. <strong>Todas as Moedas</strong> mostra todos; toque em uma moeda para ver só os clientes que devem nela. Os valores nunca são convertidos entre moedas.</p>
<h2 class="help-article-h2">Compartilhar, imprimir e exportar</h2>
<ul class="help-article-ul"><li><strong>Celular:</strong> <strong>Compartilhar</strong> (PDF para WhatsApp, e-mail, Arquivos, Drive…) e <strong>Imprimir</strong> (pré-visualização de impressão, também com uma impressora Bluetooth pareada).</li><li><strong>Web:</strong> <strong>Exportar CSV</strong>, <strong>Exportar TXT</strong>, <strong>Compartilhar</strong> e <strong>Imprimir</strong>. Para exportar a ficha completa de um cliente para Excel, abra o cliente na web — veja <a href="/help/articles/excel-export" class="help-article-link">Exportar para Excel</a>.</li></ul>
<h2 class="help-article-h2">Dicas</h2>
<ul class="help-article-ul"><li>Gere o relatório no fim do mês e guarde o PDF: comparar o <strong>Current Loan</strong> (empréstimo atual) mês a mês mostra se sua carteira está crescendo ou diminuindo.</li><li>Para ver quem está atrasado, use o <a href="/help/articles/expected-payments-report" class="help-article-link">Relatório de pagamentos esperados</a> ou, na web, <strong>Empréstimos Vencidos</strong>.</li></ul>
<h2 class="help-article-h2">Relacionados</h2>
<ul class="help-article-ul"><li><a href="/help/articles/reports-overview" class="help-article-link">Relatórios (visão geral)</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Relatório de desempenho dos empréstimos</a></li><li><a href="/help/articles/payment-list-report" class="help-article-link">Relatório Lista de pagamentos</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.

Customer list report

Who can open it

Where to find it

What the report shows

More than one currency

Sharing, printing and exporting

Tips

Related

Related articles

Reports overview

End of day report

Expected payments report