<h1 class="help-article-h1">Lost or uncollectible loans</h1>
<p class="help-article-p">Sometimes a client stops paying and you no longer expect to get the money back. Instead of deleting the loan, you can mark it as lost: it leaves your active portfolio, the outstanding balance is recorded as a loss, and you can reactivate it if the client starts paying again.</p>
<h2 class="help-article-h2">Mark a loan as lost</h2>
<ol class="help-article-ol"><li>Open the loan and tap its card to see the <strong>Options</strong>.</li><li>Tap <strong>Mark as lost</strong>. It only appears if the loan has an outstanding balance.</li><li>If you want, write a <strong>Reason (optional)</strong> (up to 500 characters).</li><li>Check <strong>I understand this loan will move to Lost Loans</strong> and confirm.</li></ol>
<p class="help-article-p">You&#39;ll see <strong>Loan marked as lost</strong>. The balance that was still outstanding is saved as the lost amount.</p>
<blockquote class="help-article-quote">If you work in <strong>Team</strong>, only the owner or an admin can mark loans as lost.</blockquote>
<h2 class="help-article-h2">What changes</h2>
<ul class="help-article-ul"><li>The loan no longer counts in your outstanding balance or in overdue loans.</li><li>You can no longer record payments on it. If the client starts paying again, reactivate it first.</li><li>A red notice appears on the client: <strong>This client has X lost loan(s) totaling</strong> the total amount. Tap <strong>View lost loans</strong> to see them.</li></ul>
<h2 class="help-article-h2">Where to see your lost loans</h2>
<ul class="help-article-ul"><li><strong>In Loans</strong>, on the <strong>Lost</strong> tab.</li><li><strong>In the Lost Loans summary:</strong> from the menu (☰) → <strong>Functions</strong> → <strong>Lost Loans</strong>, or from <strong>Reports</strong>, where you first pick a date range. It shows how many loans and clients you have as lost, the total lost and the average percentage recovered, with a currency filter, the detail of each loan, and options to print it or share it as a PDF.</li></ul>
<p class="help-article-p">The Lost Loans summary is included in the paid plans (Essential, Professional and Business) and during the 60-day trial.</p>
<h2 class="help-article-h2">Reactivate or delete a lost loan</h2>
<p class="help-article-p">Open the lost loan to see its detail:</p>
<ul class="help-article-ul"><li><strong>Reactivate loan:</strong> returns it to your portfolio as it was, and it counts in your balances again. Use it if the client resumes payments.</li><li><strong>Delete permanently:</strong> deletes the loan for good. We ask you to confirm with <strong>Delete permanently?</strong> because it can&#39;t be undone.</li></ul>
<h2 class="help-article-h2">On the web</h2>
<p class="help-article-p">On loanadmin.app you can also mark a loan as lost from its detail (<strong>Mark as lost</strong>), see them from <strong>Features → Lost loans</strong> in the sidebar (it opens the loan list with the <strong>Lost</strong> filter), and <strong>Reactivate loan</strong> or <strong>Delete permanently</strong>. The Lost Loans summary is only in the app.</p>
<h2 class="help-article-h2">Related</h2>
<ul class="help-article-ul"><li><a href="/help/articles/loan-detail" class="help-article-link">Loan detail</a></li><li><a href="/help/articles/loan-list" class="help-article-link">Loan list</a></li><li><a href="/help/articles/reports-overview" class="help-article-link">Reports</a></li></ul>

<h1 class="help-article-h1">Préstamos perdidos o incobrables</h1>
<p class="help-article-p">A veces un cliente deja de pagar y ya no esperas recuperar el dinero. En lugar de borrar el préstamo, puedes marcarlo como perdido: sale de tu cartera activa, el saldo pendiente queda registrado como pérdida y puedes reactivarlo si el cliente vuelve a pagar.</p>
<h2 class="help-article-h2">Marcar un préstamo como perdido</h2>
<ol class="help-article-ol"><li>Abre el préstamo y toca su tarjeta para ver las <strong>Opciones</strong>.</li><li>Toca <strong>Marcar como perdido</strong>. Solo aparece si el préstamo tiene saldo pendiente.</li><li>Si quieres, escribe un <strong>Motivo (opcional)</strong> (hasta 500 caracteres).</li><li>Marca la casilla <strong>Entiendo que el préstamo se moverá a Préstamos Perdidos</strong> y confirma.</li></ol>
<p class="help-article-p">Verás el mensaje <strong>Préstamo marcado como perdido</strong>. El saldo que quedaba pendiente se guarda como monto perdido.</p>
<blockquote class="help-article-quote">Si trabajas con <strong>Colaboradores</strong>, solo el dueño o un administrador pueden marcar préstamos como perdidos.</blockquote>
<h2 class="help-article-h2">Qué cambia</h2>
<ul class="help-article-ul"><li>El préstamo deja de contar en tu saldo pendiente y en los préstamos vencidos.</li><li>Ya no puedes registrarle pagos. Si el cliente vuelve a pagar, primero reactívalo.</li><li>En el cliente aparece un aviso rojo: <strong>Este cliente tiene X préstamo(s) perdido(s) por</strong> el monto total. Toca <strong>Ver préstamos perdidos</strong> para verlos.</li></ul>
<h2 class="help-article-h2">Dónde ver tus préstamos perdidos</h2>
<ul class="help-article-ul"><li><strong>En Préstamos</strong>, en la pestaña <strong>Perdidos</strong>.</li><li><strong>En el resumen de Préstamos Perdidos:</strong> desde el menú (☰) → <strong>Funciones</strong> → <strong>Préstamos Perdidos</strong>, o desde <strong>Reportes</strong>, donde primero eliges un rango de fechas. Muestra cuántos préstamos y clientes tienes como perdidos, el total perdido y el porcentaje recuperado en promedio, con filtro por moneda, el detalle de cada préstamo y opciones para imprimirlo o compartirlo en PDF.</li></ul>
<p class="help-article-p">El resumen de Préstamos Perdidos está en los planes de pago (Essential, Professional y Business) y durante la prueba de 60 días.</p>
<h2 class="help-article-h2">Reactivar o eliminar un préstamo perdido</h2>
<p class="help-article-p">Abre el préstamo perdido para ver su detalle:</p>
<ul class="help-article-ul"><li><strong>Reactivar préstamo:</strong> lo devuelve a tu cartera tal como estaba y vuelve a contar en tus saldos. Úsalo si el cliente retoma los pagos.</li><li><strong>Eliminar permanentemente:</strong> borra el préstamo definitivamente. Te pedimos confirmar con <strong>¿Eliminar definitivamente?</strong> porque no se puede deshacer.</li></ul>
<h2 class="help-article-h2">En la web</h2>
<p class="help-article-p">En loanadmin.app también puedes marcar un préstamo como perdido desde su detalle (<strong>Marcar como perdido</strong>), verlos desde <strong>Funciones → Préstamos perdidos</strong> en el menú lateral (abre la lista de préstamos con el filtro <strong>Perdidos</strong>), y <strong>Reactivar préstamo</strong> o <strong>Eliminar permanentemente</strong>. El resumen de Préstamos Perdidos solo está en la app.</p>
<h2 class="help-article-h2">Relacionados</h2>
<ul class="help-article-ul"><li><a href="/help/articles/loan-detail" class="help-article-link">Detalle del préstamo</a></li><li><a href="/help/articles/loan-list" class="help-article-link">Lista de préstamos</a></li><li><a href="/help/articles/reports-overview" class="help-article-link">Reportes</a></li></ul>

<h1 class="help-article-h1">Prêts perdus ou irrécouvrables</h1>
<p class="help-article-p">Il arrive qu&#39;un client cesse de payer et que vous n&#39;espériez plus récupérer l&#39;argent. Au lieu de supprimer le prêt, vous pouvez le marquer comme perdu : il sort de votre portefeuille actif, le solde restant est enregistré comme perte et vous pouvez le réactiver si le client recommence à payer.</p>
<h2 class="help-article-h2">Marquer un prêt comme perdu</h2>
<ol class="help-article-ol"><li>Ouvrez le prêt et touchez sa carte pour afficher les <strong>Options</strong>.</li><li>Touchez <strong>Marquer comme perdu</strong>. L&#39;option n&#39;apparaît que si le prêt a un solde restant.</li><li>Si vous le souhaitez, saisissez une <strong>Raison (optionnel)</strong> (jusqu&#39;à 500 caractères).</li><li>Cochez <strong>Je comprends que ce prêt sera déplacé vers Prêts Perdus</strong> et confirmez.</li></ol>
<p class="help-article-p">Vous verrez <strong>Prêt marqué comme perdu</strong>. Le solde qui restait dû est enregistré comme montant perdu.</p>
<blockquote class="help-article-quote">Si vous travaillez en <strong>Équipe</strong>, seuls le propriétaire ou un administrateur peuvent marquer des prêts comme perdus.</blockquote>
<h2 class="help-article-h2">Ce qui change</h2>
<ul class="help-article-ul"><li>Le prêt ne compte plus dans votre solde restant ni dans les prêts en retard.</li><li>Vous ne pouvez plus y enregistrer de paiements. Si le client recommence à payer, réactivez-le d&#39;abord.</li><li>Un avis rouge apparaît sur le client : <strong>Ce client a X prêt(s) perdu(s) pour un total de</strong> le montant total. Touchez <strong>Voir les prêts perdus</strong> pour les afficher.</li></ul>
<h2 class="help-article-h2">Où voir vos prêts perdus</h2>
<ul class="help-article-ul"><li><strong>Dans Prêts</strong>, onglet <strong>Perdus</strong>.</li><li><strong>Dans le résumé Prêts Perdus :</strong> depuis le menu (☰) → <strong>Fonctions</strong> → <strong>Prêts Perdus</strong>, ou depuis <strong>Rapports</strong>, où vous choisissez d&#39;abord une période. Il indique combien de prêts et de clients sont perdus, le total perdu et le pourcentage moyen récupéré, avec un filtre par devise, le détail de chaque prêt et des options pour l&#39;imprimer ou le partager en PDF.</li></ul>
<p class="help-article-p">Le résumé Prêts Perdus est inclus dans les forfaits payants (Essential, Professional et Business) et pendant l&#39;essai de 60 jours.</p>
<h2 class="help-article-h2">Réactiver ou supprimer un prêt perdu</h2>
<p class="help-article-p">Ouvrez le prêt perdu pour voir son détail :</p>
<ul class="help-article-ul"><li><strong>Réactiver le prêt :</strong> le remet dans votre portefeuille tel qu&#39;il était, et il compte de nouveau dans vos soldes. Utilisez-le si le client reprend ses paiements.</li><li><strong>Supprimer définitivement :</strong> supprime le prêt de façon définitive. Nous vous demandons de confirmer avec <strong>Supprimer définitivement?</strong> car c&#39;est irréversible.</li></ul>
<h2 class="help-article-h2">Sur le web</h2>
<p class="help-article-p">Sur loanadmin.app, vous pouvez aussi marquer un prêt comme perdu depuis son détail (<strong>Marquer comme perdu</strong>), les voir depuis <strong>Fonctions → Prêts perdus</strong> dans le menu latéral (cela ouvre la liste des prêts avec le filtre <strong>Perdus</strong>), et utiliser <strong>Réactiver le prêt</strong> ou <strong>Supprimer définitivement</strong>. Le résumé Prêts Perdus n&#39;existe que dans l&#39;application.</p>
<h2 class="help-article-h2">Articles liés</h2>
<ul class="help-article-ul"><li><a href="/help/articles/loan-detail" class="help-article-link">Détail du prêt</a></li><li><a href="/help/articles/loan-list" class="help-article-link">Liste des prêts</a></li><li><a href="/help/articles/reports-overview" class="help-article-link">Rapports</a></li></ul>

<h1 class="help-article-h1">खोए हुए या अवसूलनीय ऋण</h1>
<p class="help-article-p">कभी-कभी कोई ग्राहक भुगतान बंद कर देता है और आपको पैसा वापस मिलने की उम्मीद नहीं रहती। ऋण हटाने के बजाय आप उसे खोया हुआ चिह्नित कर सकते हैं: वह आपके सक्रिय पोर्टफ़ोलियो से बाहर हो जाता है, बकाया राशि नुकसान के रूप में दर्ज होती है, और अगर ग्राहक फिर से भुगतान करे तो आप उसे पुनः सक्रिय कर सकते हैं।</p>
<h2 class="help-article-h2">ऋण को खोया हुआ चिह्नित करें</h2>
<ol class="help-article-ol"><li>ऋण खोलें और <strong>विकल्प</strong> देखने के लिए उसके कार्ड पर टैप करें।</li><li><strong>खोया हुआ चिह्नित करें</strong> पर टैप करें। यह तभी दिखता है जब ऋण पर बकाया हो।</li><li>चाहें तो <strong>कारण (वैकल्पिक)</strong> लिखें (500 अक्षरों तक)।</li><li><strong>मैं समझता/समझती हूं कि यह ऋण खोए ऋण में चला जाएगा</strong> पर निशान लगाएँ और पुष्टि करें।</li></ol>
<p class="help-article-p">आपको <strong>ऋण खोया हुआ चिह्नित किया गया</strong> दिखेगा। जो बकाया बचा था, वह खोई हुई राशि के रूप में सहेजा जाता है।</p>
<blockquote class="help-article-quote">अगर आप <strong>टीम</strong> में काम करते हैं, तो सिर्फ़ मालिक या एडमिन ही ऋण को खोया हुआ चिह्नित कर सकते हैं।</blockquote>
<h2 class="help-article-h2">क्या बदलता है</h2>
<ul class="help-article-ul"><li>ऋण अब आपके बकाया शेष और ओवरड्यू ऋणों में नहीं गिना जाता।</li><li>अब आप उस पर भुगतान दर्ज नहीं कर सकते। अगर ग्राहक फिर से भुगतान करे, तो पहले उसे पुनः सक्रिय करें।</li><li>ग्राहक पर एक लाल सूचना दिखती है कि उसके कितने खोए ऋण हैं और कुल राशि कितनी है। उन्हें देखने के लिए <strong>खोए ऋण देखें</strong> पर टैप करें।</li></ul>
<h2 class="help-article-h2">अपने खोए ऋण कहाँ देखें</h2>
<ul class="help-article-ul"><li><strong>ऋण</strong> में <strong>खोए</strong> टैब पर।</li><li><strong>खोए ऋण के सारांश में:</strong> मेनू (☰) → <strong>फ़ंक्शन</strong> → <strong>खोए ऋण</strong>, या <strong>रिपोर्ट</strong> से, जहाँ पहले आप तारीखों की अवधि चुनते हैं। इसमें दिखता है कि कितने ऋण और ग्राहक खोए हुए हैं, कुल खोई राशि और औसत वसूली प्रतिशत, मुद्रा के अनुसार फ़िल्टर, हर ऋण का विवरण, और इसे प्रिंट करने या PDF में शेयर करने के विकल्प।</li></ul>
<p class="help-article-p">खोए ऋण का सारांश पेड प्लान (Essential, Professional और Business) में और 60 दिन के ट्रायल के दौरान उपलब्ध है।</p>
<h2 class="help-article-h2">खोए ऋण को पुनः सक्रिय करें या हटाएँ</h2>
<p class="help-article-p">विवरण देखने के लिए खोया हुआ ऋण खोलें:</p>
<ul class="help-article-ul"><li><strong>ऋण पुनः सक्रिय करें:</strong> ऋण को पहले जैसी स्थिति में आपके पोर्टफ़ोलियो में लौटा देता है, और वह फिर से आपके शेष में गिना जाता है। ग्राहक के फिर से भुगतान शुरू करने पर इसका इस्तेमाल करें।</li><li><strong>स्थायी रूप से हटाएं:</strong> ऋण को हमेशा के लिए हटा देता है। हम <strong>स्थायी रूप से हटाएं?</strong> से पुष्टि माँगते हैं क्योंकि इसे वापस नहीं लिया जा सकता।</li></ul>
<h2 class="help-article-h2">वेब पर</h2>
<p class="help-article-p">loanadmin.app पर भी आप ऋण के विवरण से उसे खोया हुआ चिह्नित कर सकते हैं (<strong>खोया हुआ चिह्नित करें</strong>), साइड मेनू में <strong>सुविधाएँ → खोए हुए ऋण</strong> से उन्हें देख सकते हैं (यह ऋण सूची को <strong>खोए हुए</strong> फ़िल्टर के साथ खोलता है), और <strong>ऋण पुनः सक्रिय करें</strong> या <strong>स्थायी रूप से हटाएं</strong> इस्तेमाल कर सकते हैं। खोए ऋण का सारांश सिर्फ़ ऐप में है।</p>
<h2 class="help-article-h2">संबंधित</h2>
<ul class="help-article-ul"><li><a href="/help/articles/loan-detail" class="help-article-link">ऋण विवरण</a></li><li><a href="/help/articles/loan-list" class="help-article-link">ऋण सूची</a></li><li><a href="/help/articles/reports-overview" class="help-article-link">रिपोर्ट</a></li></ul>

<h1 class="help-article-h1">Empréstimos perdidos ou incobráveis</h1>
<p class="help-article-p">Às vezes um cliente para de pagar e você já não espera recuperar o dinheiro. Em vez de apagar o empréstimo, você pode marcá-lo como perdido: ele sai da sua carteira ativa, o saldo pendente fica registrado como perda e você pode reativá-lo se o cliente voltar a pagar.</p>
<h2 class="help-article-h2">Marcar um empréstimo como perdido</h2>
<ol class="help-article-ol"><li>Abra o empréstimo e toque no cartão dele para ver as <strong>Opções</strong>.</li><li>Toque em <strong>Marcar como perdido</strong>. Só aparece se o empréstimo tem saldo pendente.</li><li>Se quiser, escreva um <strong>Motivo (opcional)</strong> (até 500 caracteres).</li><li>Marque <strong>Entendo que o empréstimo será movido para Empréstimos Perdidos</strong> e confirme.</li></ol>
<p class="help-article-p">Você verá <strong>Empréstimo marcado como perdido</strong>. O saldo que ainda estava pendente fica guardado como valor perdido.</p>
<blockquote class="help-article-quote">Se você trabalha em <strong>Equipe</strong>, só o dono ou um administrador podem marcar empréstimos como perdidos.</blockquote>
<h2 class="help-article-h2">O que muda</h2>
<ul class="help-article-ul"><li>O empréstimo deixa de contar no seu saldo pendente e nos empréstimos vencidos.</li><li>Você não pode mais registrar pagamentos nele. Se o cliente voltar a pagar, reative-o primeiro.</li><li>No cliente aparece um aviso vermelho: <strong>Este cliente tem X empréstimo(s) perdido(s) no valor de</strong> o total. Toque em <strong>Ver empréstimos perdidos</strong> para vê-los.</li></ul>
<h2 class="help-article-h2">Onde ver seus empréstimos perdidos</h2>
<ul class="help-article-ul"><li><strong>Em Empréstimos</strong>, na aba <strong>Perdidos</strong>.</li><li><strong>No resumo de Empréstimos Perdidos:</strong> pelo menu (☰) → <strong>Funções</strong> → <strong>Empréstimos Perdidos</strong>, ou em <strong>Relatórios</strong>, onde primeiro você escolhe um período. Mostra quantos empréstimos e clientes você tem como perdidos, o total perdido e a porcentagem média recuperada, com filtro por moeda, o detalhe de cada empréstimo e opções para imprimir ou compartilhar em PDF.</li></ul>
<p class="help-article-p">O resumo de Empréstimos Perdidos está nos planos pagos (Essential, Professional e Business) e durante o teste de 60 dias.</p>
<h2 class="help-article-h2">Reativar ou excluir um empréstimo perdido</h2>
<p class="help-article-p">Abra o empréstimo perdido para ver o detalhe:</p>
<ul class="help-article-ul"><li><strong>Reativar empréstimo:</strong> devolve o empréstimo à sua carteira como estava, e ele volta a contar nos seus saldos. Use se o cliente retomar os pagamentos.</li><li><strong>Excluir permanentemente:</strong> apaga o empréstimo definitivamente. Pedimos que confirme em <strong>Excluir permanentemente?</strong> porque não pode ser desfeito.</li></ul>
<h2 class="help-article-h2">Na web</h2>
<p class="help-article-p">No loanadmin.app você também pode marcar um empréstimo como perdido pelo detalhe (<strong>Marcar como perdido</strong>), vê-los em <strong>Funções → Empréstimos perdidos</strong> no menu lateral (abre a lista de empréstimos com o filtro <strong>Perdidos</strong>), e usar <strong>Reativar empréstimo</strong> ou <strong>Excluir permanentemente</strong>. O resumo de Empréstimos Perdidos só existe no app.</p>
<h2 class="help-article-h2">Relacionados</h2>
<ul class="help-article-ul"><li><a href="/help/articles/loan-detail" class="help-article-link">Detalhe do empréstimo</a></li><li><a href="/help/articles/loan-list" class="help-article-link">Lista de empréstimos</a></li><li><a href="/help/articles/reports-overview" class="help-article-link">Relatórios</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.

Lost or uncollectible loans

Mark a loan as lost

What changes

Where to see your lost loans

Reactivate or delete a lost loan

On the web

Related

Related articles

Creating a loan

Loan list

Loan detail