Loan list
The Loans tab opens the Loan List. It groups your portfolio by customer, not by loan: each row is a customer who has one or more loans with you.
Active, Paid and Lost
There are three buttons at the top of the list:
- Active — customers with at least one loan that still has a pending balance.
- Paid — customers with at least one fully paid loan. Instead of an amount, they show the green SETTLED badge.
- Lost — customers with a loan marked as lost. They show the red LOST badge. See Lost loans.
A customer who has active loans and also paid loans appears under both Active and Paid.
What each row shows
- The customer's photo or initials and their name.
- Their customer code, if they have one.
- Their phone number.
- On the right, under Active, the pending amount. If you lend to them in more than one currency, you'll see the two currencies with the largest balance and a "+N" if there are more.
- On the right, under Paid and Lost, the SETTLED or LOST badge instead of the amount.
- Below it, how many loans of that kind they have, for example 3 Active, 1 Paid or 2 Lost.
Customers are listed alphabetically and grouped by the first letter of their name (A, B, C…).
Search
Type in Search to find a customer by name. The search looks through all your customers, no matter which button is selected. Under Active, if a customer you find no longer has active loans, their row shows the SETTLED badge. Tap the ✕ in the field to clear the search and go back to the list.
Scrolling and refreshing
The list loads more customers on its own as you scroll; there's no "Load more" button. To get the latest data (for example, a payment you recorded on another device), pull the list down.
Opening a customer
- From Active or Paid, tapping a row opens that customer's loan detail. From there you can collect payments, print receipts, edit and more. See Loan detail.
- From Lost, it opens that customer's lost loans.
When there's nothing to show
- No active loans: No active loans.
- No paid loans: No paid loans.
- No lost loans: No lost loans, with an explanation of when to mark a loan as lost.
- If your search finds nothing: No results found for your search. and, below it, the text you searched for.
The guided tour
Once you have at least two loans, the first time you open the list on your phone a tour explains the buttons, the search and the rows. To see it again, tap the ? icon at the top-right (Replay Tutorial).
On a tablet
The list is shown as a table with the columns Name, Phone number, Amount (or SETTLED) and the number of loans, with the same three buttons and the same search.
On the web (Business plan)
On loanadmin.app, click Loans in the sidebar. The Loan List page works a little differently:
- A menu to filter by All Loans, Active Loans, Paid Loans or Lost. It starts on Active Loans. Here, Paid Loans only shows customers who no longer have any active loan.
- The search box finds customers by name, phone number or pending amount, across all your customers.
- Clicking a customer expands the row and shows their loans right there.
- Lost loans, in the sidebar, opens this same page with the Lost filter.