<h1 class="help-article-h1">Expected payments report</h1>
<p class="help-article-p">The <strong>Expected Payments</strong> report looks ahead: it lists the installments that should come in between two dates, so you can plan your collection route, your calls and your cash.</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.</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>Expected Payments</strong> (under <em>Daily operations</em>).</li><li><strong>Tablet:</strong> tap your photo on the Dashboard → <strong>Profile</strong> → <strong>Reports</strong> → <strong>Expected Payments</strong>.</li><li><strong>Web app (Business plan):</strong> <strong>Reports</strong> in the sidebar → <strong>Expected Payments</strong> card.</li></ul>
<h2 class="help-article-h2">Choosing the dates</h2>
<p class="help-article-p">On mobile, pick a <strong>From</strong> and a <strong>To</strong> date and tap <strong>CONTINUE</strong> — for example, today to the end of the week. On the web, use the date-range button at the top of the Reports page.</p>
<p class="help-article-p">A loan appears when its <strong>next due date</strong> falls inside the range. Each loan appears <strong>once</strong>, with its next installment: if a daily loan has five installments in the range, the report shows the next one, not all five. You need an internet connection to generate the report.</p>
<h2 class="help-article-h2">What the report shows</h2>
<h3 class="help-article-h3">Summary</h3>
<ul class="help-article-ul"><li><strong># of Expected Payments</strong> — how many loans have their next installment in the range.</li><li><strong>Total Expected Amount</strong> — the sum of those installments.</li></ul>
<h3 class="help-article-h3">Detail</h3>
<p class="help-article-p">One row per loan, sorted by due date, with the customer&#39;s name and:</p>
<ul class="help-article-ul"><li><strong>Due Date</strong> — when the next installment is due.</li><li><strong>Expected</strong> — the installment amount.</li><li><strong>Days</strong> — days left until the due date. A negative number means the installment is already overdue (shown in red); 0 to 3 days are shown in orange.</li><li><strong>Balance</strong> — what the customer still owes on that loan.</li></ul>
<p class="help-article-p">If you have loans in more than one currency, currency chips at the top let you see one currency at a time. Amounts are never converted between currencies.</p>
<p class="help-article-p">On the web, each row also shows a status: overdue days, due today or days remaining.</p>
<h2 class="help-article-h2">Sharing and printing</h2>
<ul class="help-article-ul"><li><strong>Mobile:</strong> <strong>Share</strong> creates a PDF (WhatsApp, email, Files, Drive…); <strong>Print</strong> opens the print preview, also with a paired Bluetooth printer. A printed list is handy for a collector on the road.</li><li><strong>Web:</strong> <strong>Export CSV</strong>, <strong>Export TXT</strong>, <strong>Share</strong> and <strong>Print</strong>.</li></ul>
<h2 class="help-article-h2">Acting on it</h2>
<p class="help-article-p">The report itself is a document — the rows can&#39;t be tapped. To collect or remind:</p>
<ul class="help-article-ul"><li>Record the payment from the loan or from the <strong>Payments</strong> tab: <a href="/help/articles/receiving-payment" class="help-article-link">Receiving a payment</a>.</li><li>Send a reminder by WhatsApp from <strong>Payments</strong> → <strong>Reminders</strong>: <a href="/help/articles/whatsapp-reminders" class="help-article-link">WhatsApp reminders</a>.</li></ul>
<h2 class="help-article-h2">Tips</h2>
<ul class="help-article-ul"><li>Run it every Monday morning from today to Sunday to plan the week.</li><li>Run it with From and To set to today each morning to know who to visit first.</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/daily-payments" class="help-article-link">Daily payments</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Loan performance report</a></li></ul>

<h1 class="help-article-h1">Reporte Pagos Esperados</h1>
<p class="help-article-p">El reporte <strong>Pagos Esperados</strong> mira hacia adelante: lista las cuotas que deberían entrar entre dos fechas, para que planifiques tu ruta de cobro, tus llamadas y tu efectivo.</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.</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>Pagos Esperados</strong> (en <em>Operación diaria</em>).</li><li><strong>Tablet:</strong> toca tu foto en el Dashboard → <strong>Perfil</strong> → <strong>Reportes</strong> → <strong>Pagos Esperados</strong>.</li><li><strong>App web (plan Business):</strong> <strong>Reportes</strong> en la barra lateral → tarjeta <strong>Pagos Esperados</strong>.</li></ul>
<h2 class="help-article-h2">Elegir las fechas</h2>
<p class="help-article-p">En el móvil, elige una fecha <strong>Desde</strong> y una fecha <strong>Hasta</strong> y toca <strong>CONTINUAR</strong> — por ejemplo, de hoy al final de la semana. En la web, usa el botón de rango de fechas arriba en la página de Reportes.</p>
<p class="help-article-p">Un préstamo aparece cuando su <strong>próxima fecha de vencimiento</strong> cae dentro del rango. Cada préstamo aparece <strong>una sola vez</strong>, con su próxima cuota: si un préstamo diario tiene cinco cuotas en el rango, el reporte muestra la próxima, no las cinco. Necesitas conexión a internet para generar el reporte.</p>
<h2 class="help-article-h2">Qué muestra el reporte</h2>
<h3 class="help-article-h3">Resumen</h3>
<ul class="help-article-ul"><li><strong># de Pagos Esperados</strong> — cuántos préstamos tienen su próxima cuota en el rango.</li><li><strong>Monto Total Esperado</strong> — la suma de esas cuotas.</li></ul>
<h3 class="help-article-h3">Detalle</h3>
<p class="help-article-p">Una fila por préstamo, ordenada por fecha de vencimiento, con el nombre del cliente y:</p>
<ul class="help-article-ul"><li><strong>Fecha de Vencimiento</strong> — cuándo vence la próxima cuota.</li><li><strong>Esperado</strong> — el monto de la cuota.</li><li><strong>Días</strong> — los días que faltan para el vencimiento. Un número negativo significa que la cuota ya está vencida (se muestra en rojo); de 0 a 3 días se muestran en naranja.</li><li><strong>Saldo</strong> — lo que el cliente todavía debe en ese préstamo.</li></ul>
<p class="help-article-p">Si tienes préstamos en más de una moneda, los botones de moneda de arriba te permiten ver una moneda a la vez. Los montos nunca se convierten entre monedas.</p>
<p class="help-article-p">En la web, cada fila también muestra un estado: días de atraso, vence hoy o días restantes.</p>
<h2 class="help-article-h2">Compartir e imprimir</h2>
<ul class="help-article-ul"><li><strong>Móvil:</strong> <strong>Compartir</strong> crea un PDF (WhatsApp, correo, Archivos, Drive…); <strong>Imprimir</strong> abre la vista previa de impresión, también con una impresora Bluetooth vinculada. Una lista impresa es muy práctica para un cobrador en la calle.</li><li><strong>Web:</strong> <strong>Exportar CSV</strong>, <strong>Exportar TXT</strong>, <strong>Compartir</strong> e <strong>Imprimir</strong>.</li></ul>
<h2 class="help-article-h2">Cómo actuar con él</h2>
<p class="help-article-p">El reporte es un documento — las filas no se pueden tocar. Para cobrar o recordar:</p>
<ul class="help-article-ul"><li>Registra el pago desde el préstamo o desde la pestaña <strong>Pagos</strong>: <a href="/help/articles/receiving-payment" class="help-article-link">Recibir un pago</a>.</li><li>Envía un recordatorio por WhatsApp desde <strong>Pagos</strong> → <strong>Recordatorios</strong>: <a href="/help/articles/whatsapp-reminders" class="help-article-link">Recordatorios por WhatsApp</a>.</li></ul>
<h2 class="help-article-h2">Consejos</h2>
<ul class="help-article-ul"><li>Genéralo cada lunes por la mañana, de hoy al domingo, para planificar la semana.</li><li>Genéralo cada mañana con Desde y Hasta en hoy para saber a quién visitar primero.</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/daily-payments" class="help-article-link">Préstamos con pagos diarios</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Reporte Rendimiento del Préstamo</a></li></ul>

<h1 class="help-article-h1">Rapport des paiements attendus</h1>
<p class="help-article-p">Le rapport <strong>Paiements Attendus</strong> regarde vers l&#39;avant : il liste les échéances qui doivent être payées entre deux dates, pour que vous puissiez planifier votre tournée de recouvrement, vos appels et votre trésorerie.</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.</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>Paiements Attendus</strong> (sous <em>Opérations du jour</em>).</li><li><strong>Tablette :</strong> touchez votre photo sur le tableau de bord → <strong>Profil</strong> → <strong>Rapports</strong> → <strong>Paiements Attendus</strong>.</li><li><strong>Application web (forfait Business) :</strong> <strong>Rapports</strong> dans la barre latérale → carte <strong>Paiements Attendus</strong>.</li></ul>
<h2 class="help-article-h2">Choisir les dates</h2>
<p class="help-article-p">Sur mobile, choisissez une date <strong>De</strong> et une date <strong>À</strong>, puis touchez <strong>CONTINUER</strong> — par exemple, d&#39;aujourd&#39;hui à la fin de la semaine. Sur le web, utilisez le bouton de période en haut de la page Rapports.</p>
<p class="help-article-p">Un prêt apparaît lorsque sa <strong>prochaine échéance</strong> tombe dans la période. Chaque prêt apparaît <strong>une seule fois</strong>, avec sa prochaine échéance : si un prêt quotidien a cinq échéances dans la période, le rapport affiche la prochaine, pas les cinq. Vous avez besoin d&#39;une connexion internet pour générer le rapport.</p>
<h2 class="help-article-h2">Ce que montre le rapport</h2>
<h3 class="help-article-h3">Résumé</h3>
<ul class="help-article-ul"><li><strong># de Paiements Attendus</strong> — le nombre de prêts dont la prochaine échéance tombe dans la période.</li><li><strong>Montant Total Attendu</strong> — la somme de ces échéances.</li></ul>
<h3 class="help-article-h3">Détail</h3>
<p class="help-article-p">Une ligne par prêt, triée par date d&#39;échéance, avec le nom du client et :</p>
<ul class="help-article-ul"><li><strong>Date d&#39;Échéance</strong> — la date à laquelle la prochaine échéance est due.</li><li><strong>Attendu</strong> — le montant de l&#39;échéance.</li><li><strong>Jours</strong> — les jours restants avant la date d&#39;échéance. Un nombre négatif signifie que l&#39;échéance est déjà en retard (affiché en rouge) ; de 0 à 3 jours, l&#39;affichage est en orange.</li><li><strong>Solde</strong> — ce que le client doit encore sur ce prêt.</li></ul>
<p class="help-article-p">Si vous avez des prêts dans plus d&#39;une devise, des puces de devise en haut vous permettent de voir une devise à la fois. Les montants ne sont jamais convertis d&#39;une devise à l&#39;autre.</p>
<p class="help-article-p">Sur le web, chaque ligne affiche aussi un statut : jours de retard, dû aujourd&#39;hui ou jours restants.</p>
<h2 class="help-article-h2">Partager et imprimer</h2>
<ul class="help-article-ul"><li><strong>Mobile :</strong> <strong>Partager</strong> crée un PDF (WhatsApp, e-mail, Fichiers, Drive…) ; <strong>Imprimer</strong> ouvre l&#39;aperçu avant impression, aussi avec une imprimante Bluetooth appairée. Une liste imprimée est pratique pour un collecteur sur le terrain.</li><li><strong>Web :</strong> <strong>Exporter CSV</strong>, <strong>Exporter TXT</strong>, <strong>Partager</strong> et <strong>Imprimer</strong>.</li></ul>
<h2 class="help-article-h2">Passer à l&#39;action</h2>
<p class="help-article-p">Le rapport lui-même est un document — on ne peut pas toucher les lignes. Pour encaisser ou relancer :</p>
<ul class="help-article-ul"><li>Enregistrez le paiement depuis le prêt ou depuis l&#39;onglet <strong>Paiements</strong> : <a href="/help/articles/receiving-payment" class="help-article-link">Recevoir un paiement</a>.</li><li>Envoyez un rappel par WhatsApp depuis <strong>Paiements</strong> → <strong>Rappels</strong> : <a href="/help/articles/whatsapp-reminders" class="help-article-link">Rappels WhatsApp</a>.</li></ul>
<h2 class="help-article-h2">Conseils</h2>
<ul class="help-article-ul"><li>Générez-le chaque lundi matin, d&#39;aujourd&#39;hui à dimanche, pour planifier la semaine.</li><li>Générez-le chaque matin avec De et À réglés sur la date du jour pour savoir qui visiter en premier.</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/daily-payments" class="help-article-link">Prêts à paiement quotidien</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Rapport de performance des prêts</a></li></ul>

<h1 class="help-article-h1">अपेक्षित भुगतान रिपोर्ट</h1>
<p class="help-article-p"><strong>अपेक्षित भुगतान</strong> रिपोर्ट आगे की ओर देखती है: यह उन किस्तों की सूची देती है जो दो तारीखों के बीच आनी चाहिए, ताकि आप अपनी वसूली का रास्ता, अपने कॉल और अपनी नकदी की योजना बना सकें।</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।</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>अपेक्षित भुगतान</strong> (<em>दैनिक संचालन</em> के अंतर्गत)।</li><li><strong>टैबलेट:</strong> डैशबोर्ड पर अपनी फ़ोटो पर टैप करें → <strong>प्रोफ़ाइल</strong> → <strong>रिपोर्ट</strong> → <strong>अपेक्षित भुगतान</strong>।</li><li><strong>वेब ऐप (Business प्लान):</strong> साइडबार में <strong>रिपोर्ट</strong> → <strong>अपेक्षित भुगतान</strong> कार्ड।</li></ul>
<h2 class="help-article-h2">तारीखें चुनना</h2>
<p class="help-article-p">मोबाइल पर <strong>से</strong> और <strong>तक</strong> तारीख चुनें और <strong>जारी रखें</strong> पर टैप करें — उदाहरण के लिए, आज से सप्ताह के अंत तक। वेब पर, रिपोर्ट पेज के ऊपर वाले तिथि-सीमा बटन का उपयोग करें।</p>
<p class="help-article-p">कोई ऋण तब दिखता है जब उसकी <strong>अगली नियत तारीख</strong> सीमा के अंदर आती है। हर ऋण <strong>एक बार</strong> दिखता है, अपनी अगली किस्त के साथ: अगर किसी दैनिक ऋण की सीमा में पाँच किस्तें हैं, तो रिपोर्ट अगली किस्त दिखाती है, पाँचों नहीं। रिपोर्ट बनाने के लिए आपको इंटरनेट कनेक्शन चाहिए।</p>
<h2 class="help-article-h2">रिपोर्ट में क्या दिखता है</h2>
<h3 class="help-article-h3">सारांश</h3>
<ul class="help-article-ul"><li><strong>अपेक्षित भुगतानों की संख्या</strong> — कितने ऋणों की अगली किस्त सीमा में है।</li><li><strong>कुल अपेक्षित राशि</strong> — उन किस्तों का योग।</li></ul>
<h3 class="help-article-h3">विवरण</h3>
<p class="help-article-p">हर ऋण की एक पंक्ति, नियत तारीख के क्रम में, ग्राहक के नाम के साथ और:</p>
<ul class="help-article-ul"><li><strong>नियत तारीख</strong> — अगली किस्त कब देय है।</li><li><strong>अपेक्षित</strong> — किस्त की राशि।</li><li><strong>दिन</strong> — नियत तारीख तक बचे दिन। ऋणात्मक संख्या का मतलब है कि किस्त पहले ही अतिदेय है (लाल रंग में दिखती है); 0 से 3 दिन नारंगी रंग में दिखते हैं।</li><li><strong>शेष</strong> — उस ऋण पर ग्राहक पर अभी कितना बाकी है।</li></ul>
<p class="help-article-p">अगर आपके ऋण एक से अधिक मुद्रा में हैं, तो ऊपर के मुद्रा चिप से आप एक बार में एक मुद्रा देख सकते हैं। राशियाँ कभी भी एक मुद्रा से दूसरी मुद्रा में नहीं बदली जातीं।</p>
<p class="help-article-p">वेब पर हर पंक्ति एक स्थिति भी दिखाती है: अतिदेय दिन, आज देय, या बचे हुए दिन।</p>
<h2 class="help-article-h2">साझा करना और प्रिंट करना</h2>
<ul class="help-article-ul"><li><strong>मोबाइल:</strong> <strong>साझा करें</strong> एक PDF बनाता है (WhatsApp, ईमेल, Files, Drive…); <strong>प्रिंट करें</strong> प्रिंट प्रीव्यू खोलता है, पेयर किए गए ब्लूटूथ प्रिंटर के साथ भी। रास्ते पर निकले कलेक्टर के लिए प्रिंट की हुई सूची काम की होती है।</li><li><strong>वेब:</strong> <strong>CSV निर्यात करें</strong>, <strong>TXT निर्यात करें</strong>, <strong>साझा करें</strong> और <strong>प्रिंट करें</strong>।</li></ul>
<h2 class="help-article-h2">इस पर कार्रवाई करना</h2>
<p class="help-article-p">रिपोर्ट अपने आप में एक दस्तावेज़ है — इसकी पंक्तियों पर टैप नहीं किया जा सकता। वसूली करने या याद दिलाने के लिए:</p>
<ul class="help-article-ul"><li>ऋण से या <strong>भुगतान</strong> टैब से भुगतान दर्ज करें: <a href="/help/articles/receiving-payment" class="help-article-link">भुगतान प्राप्त करें</a>।</li><li><strong>भुगतान</strong> → <strong>रिमाइंडर</strong> से WhatsApp पर रिमाइंडर भेजें: <a href="/help/articles/whatsapp-reminders" class="help-article-link">WhatsApp रिमाइंडर</a>।</li></ul>
<h2 class="help-article-h2">सुझाव</h2>
<ul class="help-article-ul"><li>सप्ताह की योजना बनाने के लिए इसे हर सोमवार सुबह आज से रविवार तक के लिए चलाएँ।</li><li>यह जानने के लिए कि सबसे पहले किसके पास जाना है, हर सुबह से और तक दोनों को आज पर सेट करके इसे चलाएँ।</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/daily-payments" class="help-article-link">दैनिक भुगतान वाले ऋण</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">ऋण प्रदर्शन रिपोर्ट</a></li></ul>

<h1 class="help-article-h1">Relatório de pagamentos esperados</h1>
<p class="help-article-p">O relatório <strong>Pagamentos Esperados</strong> olha para a frente: ele lista as parcelas que devem entrar entre duas datas, para você planejar sua rota de cobrança, suas ligações e seu caixa.</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.</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>Pagamentos Esperados</strong> (em <em>Operação diária</em>).</li><li><strong>Tablet:</strong> toque na sua foto no Dashboard → <strong>Perfil</strong> → <strong>Relatórios</strong> → <strong>Pagamentos Esperados</strong>.</li><li><strong>App web (plano Business):</strong> <strong>Relatórios</strong> na barra lateral → cartão <strong>Pagamentos Esperados</strong>.</li></ul>
<h2 class="help-article-h2">Escolher as datas</h2>
<p class="help-article-p">No celular, escolha uma data <strong>De</strong> e uma data <strong>Até</strong> e toque em <strong>CONTINUAR</strong> — por exemplo, de hoje até o fim da semana. Na web, use o botão de período no topo da página de Relatórios.</p>
<p class="help-article-p">Um empréstimo aparece quando a <strong>próxima data de vencimento</strong> dele cai dentro do período. Cada empréstimo aparece <strong>uma vez</strong>, com a próxima parcela: se um empréstimo diário tem cinco parcelas no período, o relatório mostra a próxima, não as cinco. Você precisa de conexão com a internet para gerar o relatório.</p>
<h2 class="help-article-h2">O que o relatório mostra</h2>
<h3 class="help-article-h3">Resumo</h3>
<ul class="help-article-ul"><li><strong># de Pagamentos Esperados</strong> — quantos empréstimos têm a próxima parcela dentro do período.</li><li><strong>Valor Total Esperado</strong> — a soma dessas parcelas.</li></ul>
<h3 class="help-article-h3">Detalhe</h3>
<p class="help-article-p">Uma linha por empréstimo, ordenada pela data de vencimento, com o nome do cliente e:</p>
<ul class="help-article-ul"><li><strong>Data de Vencimento</strong> — quando vence a próxima parcela.</li><li><strong>Esperado</strong> — o valor da parcela.</li><li><strong>Dias</strong> — dias que faltam até o vencimento. Um número negativo significa que a parcela já está vencida (aparece em vermelho); de 0 a 3 dias aparecem em laranja.</li><li><strong>Saldo</strong> — o que o cliente ainda deve nesse empréstimo.</li></ul>
<p class="help-article-p">Se você tem empréstimos em mais de uma moeda, os chips de moeda no topo permitem ver uma moeda de cada vez. Os valores nunca são convertidos entre moedas.</p>
<p class="help-article-p">Na web, cada linha também mostra uma situação: dias de atraso, vence hoje ou dias restantes.</p>
<h2 class="help-article-h2">Compartilhar e imprimir</h2>
<ul class="help-article-ul"><li><strong>Celular:</strong> <strong>Compartilhar</strong> cria um PDF (WhatsApp, e-mail, Arquivos, Drive…); <strong>Imprimir</strong> abre a pré-visualização de impressão, também com uma impressora Bluetooth pareada. Uma lista impressa é prática para um cobrador na rua.</li><li><strong>Web:</strong> <strong>Exportar CSV</strong>, <strong>Exportar TXT</strong>, <strong>Compartilhar</strong> e <strong>Imprimir</strong>.</li></ul>
<h2 class="help-article-h2">Como agir a partir dele</h2>
<p class="help-article-p">O relatório em si é um documento — não dá para tocar nas linhas. Para cobrar ou lembrar:</p>
<ul class="help-article-ul"><li>Registre o pagamento a partir do empréstimo ou da aba <strong>Pagamentos</strong>: <a href="/help/articles/receiving-payment" class="help-article-link">Receber um pagamento</a>.</li><li>Envie um lembrete por WhatsApp em <strong>Pagamentos</strong> → <strong>Lembretes</strong>: <a href="/help/articles/whatsapp-reminders" class="help-article-link">Lembretes por WhatsApp</a>.</li></ul>
<h2 class="help-article-h2">Dicas</h2>
<ul class="help-article-ul"><li>Gere o relatório toda segunda-feira de manhã, de hoje até domingo, para planejar a semana.</li><li>Gere o relatório com De e Até no dia de hoje, toda manhã, para saber quem visitar primeiro.</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/daily-payments" class="help-article-link">Empréstimos com pagamentos diários</a></li><li><a href="/help/articles/loan-performance-report" class="help-article-link">Relatório de desempenho dos empréstimos</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.

Expected payments report

Who can open it

Where to find it

Choosing the dates

What the report shows

Summary

Detail

Sharing and printing

Acting on it

Tips

Related

Related articles

Reports overview

End of day report

Customer list report