Loan detail
Tapping a customer from the Loans tab opens the loan detail screen. At the top you see the customer's name, avatar, phone, email and a New Loans button. Below that is a scrollable list of cards — one per loan that customer has with you.
Unlike many apps, there are no tabs here. Everything about a loan — balance, schedule, payments, mora, documents — is reached from its card.
What each loan card shows
- Started Date (top-left) and Current Balance (top-right, green). If the loan is fully paid, the balance is replaced by a green "PAID" badge.
- Amortized blue pill, only if the loan is amortized.
- Amount Borrowed and Installment Payment (the amount of each installment).
- Payment Frequency (Daily / Weekly / Biweekly / Monthly) and Quota (the number of installments).
- Last Payment — date, amount, and type. If no payment has been recorded yet, it says "No payment".
- Late Fee Defaults box — shown whenever late fees are enabled on that loan. It shows the rate and grace days. When late fees are owed it turns red with a warning icon and shows the accumulated late fees and how many installments are overdue; when nothing is due it's orange with a "%" icon. See Late fees.
Actions on a loan card
Tapping a card opens a menu (action sheet on iOS, bottom sheet on Android). The options vary depending on the state of the loan and your subscription:
- Get Payment — only if the loan still has a pending balance. Opens the collect-payment flow (see Receiving a payment). After saving, you're offered to share or print the receipt.
- Edit Loan — reopens the creation form with the current values. What you can change is in Editing or deleting clients and loans. You need a paid plan (Essential, Professional or Business) or the 60-day trial; otherwise it shows a lock and takes you to the plans screen.
- View Payment History — opens the full history for this loan, with every payment recorded.
- View Comments — a simple note field stored with the loan. Useful for reminders like "collateral held: vehicle title".
- Loan Documents — attach or view documents for this loan (contract, ID, etc.). Without a paid plan, it shows a lock and takes you to the plans screen. See Loan documents and photos.
- Print / View — opens the Loan Report with the loan information and payment history (plus the amortization table if the loan is Amortized), where you can share it as a PDF or print it. See The loan PDF report.
- Reprint Receipt — prints the original creation summary again (thermal printer if connected, otherwise shares a PDF).
- Mark as lost — only if the loan has an outstanding balance. See Lost or uncollectible loans.
- Delete — moves the loan to the trash with Move to Trash; it isn't removed right away and its payments are kept. You can restore it for 30 days. See Editing or deleting clients and loans.
What the detail screen does NOT have
To avoid confusion, here's what you won't find here:
- No in-card amortization table — for Amortized loans, use Print / View to see the full table.
- No in-card payment list — use View Payment History.
- No timeline, notes other than the Comments, or tabs.
- No restructure/refinance button. To change the terms of an active loan today, collect a final payment and create a new loan.