<h1 class="help-article-h1">Loan performance report</h1>
<p class="help-article-p">The <strong>Loan Performance</strong> report answers &quot;how did my lending go in this period?&quot;: how much you lent, how much came back, and how much of that was interest.</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 isn&#39;t part of the legacy Loyalty plan unless you also have a subscription.</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>Loan Performance</strong> (under <em>Portfolio</em>).</li><li><strong>Tablet:</strong> tap your photo on the Dashboard → <strong>Profile</strong> → <strong>Reports</strong> → <strong>Loan Performance</strong>.</li><li><strong>Web app (Business plan):</strong> <strong>Reports</strong> in the sidebar → <strong>Loan Performance</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>. On the web, use the date-range button at the top of the Reports page. 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">Loans issued</h3>
<ul class="help-article-ul"><li><strong># of Loans Issued</strong> — loans whose start date falls inside the range.</li><li><strong>Total Loaned Amount</strong> — the total of those loans.</li></ul>
<h3 class="help-article-h3">Payments received</h3>
<ul class="help-article-ul"><li><strong># of Payments Received</strong> — payments recorded inside the range.</li><li><strong>Total Payments Received</strong> — capital plus interest.</li><li><strong>Total Interest Earned</strong> — only the interest.</li><li><strong>Total Principal Recovered</strong> — only the capital that came back.</li></ul>
<h3 class="help-article-h3">Performance metrics</h3>
<ul class="help-article-ul"><li><strong>Return on Investment (ROI)</strong> — Total Interest Earned divided by Total Loaned Amount, as a percentage.</li><li><strong>Recovery Rate</strong> — Total Principal Recovered divided by Total Loaned Amount, as a percentage.</li></ul>
<blockquote class="help-article-quote"><strong>Why can a percentage go above 100%?</strong> Both metrics compare payments received in the range with loans <em>issued</em> in the same range. Payments on older loans also count, so a period in which you lent little but collected a lot can show a recovery rate above 100%. Choose longer ranges (a quarter or a year) for a steadier picture.</blockquote>
<h3 class="help-article-h3">More than one currency</h3>
<p class="help-article-p">This report adds all currencies together without converting them. If your loans are in more than one currency, the app shows a <strong>Mixed Currencies</strong> warning with the currencies involved — read the totals with that in mind.</p>
<h2 class="help-article-h2">Sharing and printing</h2>
<ul class="help-article-ul"><li><strong>Mobile:</strong> <strong>Share</strong> (PDF to WhatsApp, email, Files, Drive…) and <strong>Print</strong>.</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">Tips</h2>
<ul class="help-article-ul"><li>Run it on the first day of each month for the month before and keep the PDF. Month-to-month comparisons say more than a single snapshot.</li><li>To see who is behind, 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/customer-list-report" class="help-article-link">Customer list report</a></li><li><a href="/help/articles/expected-payments-report" class="help-article-link">Expected payments report</a></li></ul>

<h1 class="help-article-h1">Reporte Rendimiento del Préstamo</h1>
<p class="help-article-p">El reporte <strong>Rendimiento del Préstamo</strong> responde a &quot;¿cómo me fue prestando en este período?&quot;: cuánto prestaste, cuánto regresó y cuánto de eso fue interés.</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). No forma parte del plan Loyalty heredado, salvo que además tengas una suscripción.</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>Rendimiento del Préstamo</strong> (en <em>Cartera</em>).</li><li><strong>Tablet:</strong> toca tu foto en el Dashboard → <strong>Perfil</strong> → <strong>Reportes</strong> → <strong>Rendimiento del Préstamo</strong>.</li><li><strong>App web (plan Business):</strong> <strong>Reportes</strong> en la barra lateral → tarjeta <strong>Rendimiento de Préstamos</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>. En la web, usa el botón de rango de fechas arriba en la página de Reportes. Necesitas conexión a internet para generar el reporte.</p>
<h2 class="help-article-h2">Qué muestra el reporte</h2>
<h3 class="help-article-h3">Préstamos emitidos</h3>
<ul class="help-article-ul"><li><strong># de Préstamos Emitidos</strong> — préstamos cuya fecha de inicio cae dentro del rango.</li><li><strong>Monto Total Prestado</strong> — el total de esos préstamos.</li></ul>
<h3 class="help-article-h3">Pagos recibidos</h3>
<ul class="help-article-ul"><li><strong># de Pagos Recibidos</strong> — pagos registrados dentro del rango.</li><li><strong>Total de Pagos Recibidos</strong> — capital más interés.</li><li><strong>Total de Intereses Ganados</strong> — solo el interés.</li><li><strong>Total de Capital Recuperado</strong> — solo el capital que regresó.</li></ul>
<h3 class="help-article-h3">Métricas de rendimiento</h3>
<ul class="help-article-ul"><li><strong>Retorno de Inversión (ROI)</strong> — Total de Intereses Ganados dividido entre Monto Total Prestado, como porcentaje.</li><li><strong>Tasa de Recuperación</strong> — Total de Capital Recuperado dividido entre Monto Total Prestado, como porcentaje.</li></ul>
<blockquote class="help-article-quote"><strong>¿Por qué un porcentaje puede pasar del 100%?</strong> Ambas métricas comparan los pagos recibidos en el rango con los préstamos <em>emitidos</em> en el mismo rango. Los pagos de préstamos más antiguos también cuentan, así que un período en el que prestaste poco pero cobraste mucho puede mostrar una tasa de recuperación mayor al 100%. Elige rangos más largos (un trimestre o un año) para una imagen más estable.</blockquote>
<h3 class="help-article-h3">Más de una moneda</h3>
<p class="help-article-p">Este reporte suma todas las monedas juntas sin convertirlas. Si tus préstamos están en más de una moneda, la app muestra un aviso de <strong>Monedas Mixtas</strong> con las monedas involucradas — lee los totales teniendo eso en cuenta.</p>
<h2 class="help-article-h2">Compartir e imprimir</h2>
<ul class="help-article-ul"><li><strong>Móvil:</strong> <strong>Compartir</strong> (PDF a WhatsApp, correo, Archivos, Drive…) e <strong>Imprimir</strong>.</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">Consejos</h2>
<ul class="help-article-ul"><li>Genéralo el primer día de cada mes para el mes anterior y guarda el PDF. Las comparaciones mes a mes dicen más que una sola foto.</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/customer-list-report" class="help-article-link">Reporte Lista de clientes</a></li><li><a href="/help/articles/expected-payments-report" class="help-article-link">Reporte Pagos Esperados</a></li></ul>

<h1 class="help-article-h1">Rapport de performance des prêts</h1>
<p class="help-article-p">Le rapport <strong>Performance du Prêt</strong> répond à la question « comment s&#39;est passée mon activité de prêt sur cette période ? » : combien vous avez prêté, combien vous est revenu, et quelle part de cette somme correspond aux intérêts.</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 ne fait pas partie de l&#39;ancien forfait Loyalty, sauf si vous avez aussi un abonnement.</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>Performance du Prêt</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>Performance du Prêt</strong>.</li><li><strong>Application web (forfait Business) :</strong> <strong>Rapports</strong> dans la barre latérale → carte <strong>Performance des Prêts</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>. Sur le web, utilisez le bouton de période en haut de la page Rapports. 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">Prêts émis</h3>
<ul class="help-article-ul"><li><strong># de Prêts Émis</strong> — les prêts dont la date de début tombe dans la période.</li><li><strong>Montant Total Prêté</strong> — le total de ces prêts.</li></ul>
<h3 class="help-article-h3">Paiements reçus</h3>
<ul class="help-article-ul"><li><strong># de Paiements Reçus</strong> — les paiements enregistrés pendant la période.</li><li><strong>Total des Paiements Reçus</strong> — capital plus intérêts.</li><li><strong>Total des Intérêts Gagnés</strong> — uniquement les intérêts.</li><li><strong>Total du Capital Récupéré</strong> — uniquement le capital qui vous est revenu.</li></ul>
<h3 class="help-article-h3">Métriques de performance</h3>
<ul class="help-article-ul"><li><strong>Retour sur Investissement (ROI)</strong> — le Total des Intérêts Gagnés divisé par le Montant Total Prêté, en pourcentage.</li><li><strong>Taux de Récupération</strong> — le Total du Capital Récupéré divisé par le Montant Total Prêté, en pourcentage.</li></ul>
<blockquote class="help-article-quote"><strong>Pourquoi un pourcentage peut-il dépasser 100 % ?</strong> Les deux métriques comparent les paiements reçus pendant la période avec les prêts <em>émis</em> pendant cette même période. Les paiements sur des prêts plus anciens comptent aussi : une période où vous avez peu prêté mais beaucoup encaissé peut donc afficher un taux de récupération supérieur à 100 %. Choisissez des périodes plus longues (un trimestre ou une année) pour une image plus stable.</blockquote>
<h3 class="help-article-h3">Plus d&#39;une devise</h3>
<p class="help-article-p">Ce rapport additionne toutes les devises sans les convertir. Si vos prêts sont dans plus d&#39;une devise, l&#39;application affiche un avertissement <strong>Devises Mixtes</strong> avec les devises concernées — lisez les totaux en en tenant compte.</p>
<h2 class="help-article-h2">Partager et imprimer</h2>
<ul class="help-article-ul"><li><strong>Mobile :</strong> <strong>Partager</strong> (PDF vers WhatsApp, e-mail, Fichiers, Drive…) et <strong>Imprimer</strong>.</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">Conseils</h2>
<ul class="help-article-ul"><li>Générez-le le premier jour de chaque mois pour le mois précédent et conservez le PDF. Les comparaisons d&#39;un mois à l&#39;autre en disent plus qu&#39;une seule photo.</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/customer-list-report" class="help-article-link">Rapport de liste des clients</a></li><li><a href="/help/articles/expected-payments-report" class="help-article-link">Rapport des paiements attendus</a></li></ul>

<h1 class="help-article-h1">ऋण प्रदर्शन रिपोर्ट</h1>
<p class="help-article-p"><strong>ऋण प्रदर्शन</strong> रिपोर्ट इस सवाल का जवाब देती है कि &quot;इस अवधि में मेरा ऋण देने का काम कैसा रहा?&quot;: आपने कितना उधार दिया, कितना वापस आया, और उसमें से कितना ब्याज था।</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 का हिस्सा नहीं है, जब तक कि आपके पास सदस्यता भी न हो।</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>ऋण प्रदर्शन</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>ऋण प्रदर्शन</strong>।</li><li><strong>वेब ऐप (Business प्लान):</strong> साइडबार में <strong>रिपोर्ट</strong> → <strong>ऋण प्रदर्शन</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। वेब पर, रिपोर्ट पेज के ऊपर वाले तिथि-सीमा बटन का उपयोग करें। 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">जारी किए गए ऋण</h3>
<ul class="help-article-ul"><li><strong>जारी ऋणों की संख्या</strong> — वे ऋण जिनकी शुरुआत की तारीख सीमा के अंदर आती है।</li><li><strong>कुल उधार दी गई राशि</strong> — उन ऋणों का कुल योग।</li></ul>
<h3 class="help-article-h3">प्राप्त भुगतान</h3>
<ul class="help-article-ul"><li><strong>प्राप्त भुगतानों की संख्या</strong> — सीमा के अंदर दर्ज किए गए भुगतान।</li><li><strong>कुल प्राप्त भुगतान</strong> — मूलधन और ब्याज दोनों।</li><li><strong>कुल अर्जित ब्याज</strong> — केवल ब्याज।</li><li><strong>कुल वसूली मूलधन</strong> — केवल वह मूलधन जो वापस आया।</li></ul>
<h3 class="help-article-h3">प्रदर्शन मेट्रिक्स</h3>
<ul class="help-article-ul"><li><strong>निवेश पर प्रतिफल (ROI)</strong> — कुल अर्जित ब्याज को कुल उधार दी गई राशि से भाग देकर, प्रतिशत के रूप में।</li><li><strong>वसूली दर</strong> — कुल वसूली मूलधन को कुल उधार दी गई राशि से भाग देकर, प्रतिशत के रूप में।</li></ul>
<blockquote class="help-article-quote"><strong>कोई प्रतिशत 100% से ऊपर क्यों जा सकता है?</strong> दोनों मेट्रिक्स सीमा में प्राप्त भुगतानों की तुलना उसी सीमा में <em>जारी किए गए</em> ऋणों से करते हैं। पुराने ऋणों पर हुए भुगतान भी गिने जाते हैं, इसलिए जिस अवधि में आपने कम उधार दिया लेकिन ज़्यादा वसूल किया, उसमें वसूली दर 100% से ऊपर दिख सकती है। ज़्यादा स्थिर तस्वीर के लिए लंबी सीमाएँ (एक तिमाही या एक साल) चुनें।</blockquote>
<h3 class="help-article-h3">एक से अधिक मुद्रा</h3>
<p class="help-article-p">यह रिपोर्ट सभी मुद्राओं को बिना बदले एक साथ जोड़ देती है। अगर आपके ऋण एक से अधिक मुद्रा में हैं, तो ऐप संबंधित मुद्राओं के साथ <strong>मिश्रित मुद्राएँ</strong> चेतावनी दिखाता है — कुल योग पढ़ते समय इस बात का ध्यान रखें।</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> (PDF को WhatsApp, ईमेल, Files, Drive… पर) और <strong>प्रिंट करें</strong>।</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">सुझाव</h2>
<ul class="help-article-ul"><li>इसे हर महीने के पहले दिन पिछले महीने के लिए चलाएँ और PDF संभालकर रखें। महीने-दर-महीने की तुलना एक अकेली झलक से ज़्यादा बताती है।</li><li>कौन पीछे चल 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/customer-list-report" class="help-article-link">ग्राहक सूची रिपोर्ट</a></li><li><a href="/help/articles/expected-payments-report" class="help-article-link">अपेक्षित भुगतान रिपोर्ट</a></li></ul>

<h1 class="help-article-h1">Relatório de desempenho dos empréstimos</h1>
<p class="help-article-p">O relatório <strong>Desempenho do Empréstimo</strong> responde à pergunta &quot;como foram meus empréstimos neste período?&quot;: quanto você emprestou, quanto voltou e quanto disso foi juros.</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). Não faz parte do plano legado Loyalty, a menos que você também tenha uma assinatura.</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>Desempenho do Empréstimo</strong> (em <em>Carteira</em>).</li><li><strong>Tablet:</strong> toque na sua foto no Dashboard → <strong>Perfil</strong> → <strong>Relatórios</strong> → <strong>Desempenho do Empréstimo</strong>.</li><li><strong>App web (plano Business):</strong> <strong>Relatórios</strong> na barra lateral → cartão <strong>Desempenho de Empréstimos</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>. Na web, use o botão de período no topo da página de Relatórios. 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">Empréstimos emitidos</h3>
<ul class="help-article-ul"><li><strong># de Empréstimos Emitidos</strong> — empréstimos cuja data de início cai dentro do período.</li><li><strong>Valor Total Emprestado</strong> — o total desses empréstimos.</li></ul>
<h3 class="help-article-h3">Pagamentos recebidos</h3>
<ul class="help-article-ul"><li><strong># de Pagamentos Recebidos</strong> — pagamentos registrados dentro do período.</li><li><strong>Total de Pagamentos Recebidos</strong> — capital mais juros.</li><li><strong>Total de Juros Ganhos</strong> — apenas os juros.</li><li><strong>Total de Capital Recuperado</strong> — apenas o capital que voltou.</li></ul>
<h3 class="help-article-h3">Métricas de desempenho</h3>
<ul class="help-article-ul"><li><strong>Retorno do Investimento (ROI)</strong> — Total de Juros Ganhos dividido pelo Valor Total Emprestado, em porcentagem.</li><li><strong>Taxa de Recuperação</strong> — Total de Capital Recuperado dividido pelo Valor Total Emprestado, em porcentagem.</li></ul>
<blockquote class="help-article-quote"><strong>Por que uma porcentagem pode passar de 100%?</strong> As duas métricas comparam os pagamentos recebidos no período com os empréstimos <em>emitidos</em> no mesmo período. Pagamentos de empréstimos mais antigos também contam, então um período em que você emprestou pouco mas recebeu muito pode mostrar uma taxa de recuperação acima de 100%. Escolha períodos mais longos (um trimestre ou um ano) para ter uma visão mais estável.</blockquote>
<h3 class="help-article-h3">Mais de uma moeda</h3>
<p class="help-article-p">Este relatório soma todas as moedas sem convertê-las. Se seus empréstimos estão em mais de uma moeda, o app mostra o aviso <strong>Moedas Mistas</strong> com as moedas envolvidas — leia os totais levando isso em conta.</p>
<h2 class="help-article-h2">Compartilhar e imprimir</h2>
<ul class="help-article-ul"><li><strong>Celular:</strong> <strong>Compartilhar</strong> (PDF para WhatsApp, e-mail, Arquivos, Drive…) e <strong>Imprimir</strong>.</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">Dicas</h2>
<ul class="help-article-ul"><li>Gere o relatório no primeiro dia de cada mês para o mês anterior e guarde o PDF. Comparações mês a mês dizem mais do que uma foto isolada.</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/customer-list-report" class="help-article-link">Relatório Lista de clientes</a></li><li><a href="/help/articles/expected-payments-report" class="help-article-link">Relatório de pagamentos esperados</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.

Loan performance report

Who can open it

Where to find it

Choosing the dates

What the report shows

Loans issued

Payments received

Performance metrics

More than one currency

Sharing and printing

Tips

Related

Related articles

Reports overview

End of day report

Customer list report