<h1 class="help-article-h1">Payment list report</h1>
<p class="help-article-p">The <strong>Payment list</strong> report shows every payment you received in a date range, with how much of each one went to capital and how much was interest. Use it to check a day&#39;s collections, close a month or hand numbers to your accountant.</p>
<p class="help-article-p">It&#39;s available to everyone who uses LoanAdmin, whatever the 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>Payment list</strong> (under <em>Daily operations</em>).</li><li><strong>Tablet:</strong> tap your photo on the Dashboard → <strong>Profile</strong> → <strong>Reports</strong> → <strong>Payment list</strong>.</li><li><strong>Web app (Business plan):</strong> <strong>Reports</strong> in the sidebar → <strong>Payment List</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 (today if you don&#39;t change it).</p>
<p class="help-article-p">A payment is included when its transaction date falls inside the range. 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 Payments</strong> — how many payments were received in the range.</li><li><strong>Total of Payments</strong> — the total collected: capital plus interest.</li><li><strong>Total of Earnings</strong> — only the interest part.</li></ul>
<h3 class="help-article-h3">Detail</h3>
<p class="help-article-p">One row per payment, with the customer&#39;s name and:</p>
<ul class="help-article-ul"><li><strong>Date</strong> — when the payment was recorded.</li><li><strong>Principal</strong> — the part that reduced the loan balance.</li><li><strong>Interest</strong> — the interest part.</li><li><strong>Total</strong> — what the customer paid.</li></ul>
<h3 class="help-article-h3">More than one currency</h3>
<p class="help-article-p">If the range has payments in more than one currency, currency chips appear at the top. <strong>All Currencies</strong> shows one summary per currency; tap a currency to see only its payments. Amounts are never converted between currencies.</p>
<h2 class="help-article-h2">Sharing, printing and exporting</h2>
<ul class="help-article-ul"><li><strong>Mobile:</strong> <strong>Share</strong> creates a PDF and opens your phone&#39;s share menu (WhatsApp, email, Files, Drive…). <strong>Print</strong> opens the print preview, also with a paired Bluetooth printer.</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>For a daily close, the <a href="/help/articles/end-of-day-report" class="help-article-link">End of day report</a> puts the day&#39;s loans and payments on one page.</li><li>To review one customer&#39;s or one loan&#39;s payments, open the loan and check its payment history: <a href="/help/articles/payment-history" class="help-article-link">Payment history</a>.</li><li>For tax season, run the full year on the web and use <strong>Export CSV</strong> — most accountants prefer a spreadsheet.</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/end-of-day-report" class="help-article-link">End of day report</a></li><li><a href="/help/articles/customer-list-report" class="help-article-link">Customer list report</a></li></ul>

<h1 class="help-article-h1">Reporte Lista de pagos</h1>
<p class="help-article-p">El reporte <strong>Lista de pagos</strong> muestra todos los pagos que recibiste en un rango de fechas, con cuánto de cada uno fue a capital y cuánto fue interés. Úsalo para revisar los cobros de un día, cerrar un mes o pasarle los números a tu contador.</p>
<p class="help-article-p">Está disponible para todos los que usan LoanAdmin, sin importar el plan.</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>Lista de pagos</strong> (en <em>Operación diaria</em>).</li><li><strong>Tablet:</strong> toca tu foto en el Dashboard → <strong>Perfil</strong> → <strong>Reportes</strong> → <strong>Lista de pagos</strong>.</li><li><strong>App web (plan Business):</strong> <strong>Reportes</strong> en la barra lateral → tarjeta <strong>Lista de Pagos</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 (hoy, si no lo cambias).</p>
<p class="help-article-p">Un pago se incluye cuando su fecha de transacción cae dentro del rango. 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</strong> — cuántos pagos se recibieron en el rango.</li><li><strong>Total de Pagos</strong> — el total cobrado: capital más interés.</li><li><strong>Total de Ganancias</strong> — solo la parte de interés.</li></ul>
<h3 class="help-article-h3">Detalle</h3>
<p class="help-article-p">Una fila por pago, con el nombre del cliente y:</p>
<ul class="help-article-ul"><li><strong>Fecha</strong> — cuándo se registró el pago.</li><li><strong>Capital</strong> — la parte que redujo el saldo del préstamo.</li><li><strong>Interés</strong> — la parte de interés.</li><li><strong>Total</strong> — lo que pagó el cliente.</li></ul>
<h3 class="help-article-h3">Más de una moneda</h3>
<p class="help-article-p">Si el rango tiene pagos en más de una moneda, aparecen botones de moneda arriba. <strong>Todas las Monedas</strong> muestra un resumen por cada moneda; toca una moneda para ver solo sus pagos. Los montos nunca se convierten entre monedas.</p>
<h2 class="help-article-h2">Compartir, imprimir y exportar</h2>
<ul class="help-article-ul"><li><strong>Móvil:</strong> <strong>Compartir</strong> crea un PDF y abre el menú para compartir de tu teléfono (WhatsApp, correo, Archivos, Drive…). <strong>Imprimir</strong> abre la vista previa de impresión, también con una impresora Bluetooth vinculada.</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>Para un cierre diario, el <a href="/help/articles/end-of-day-report" class="help-article-link">Reporte Fin del día</a> reúne en una página los préstamos y los pagos del día.</li><li>Para revisar los pagos de un cliente o de un préstamo, abre el préstamo y revisa su historial de pagos: <a href="/help/articles/payment-history" class="help-article-link">Historial de pagos</a>.</li><li>Para la temporada de impuestos, genera el año completo en la web y usa <strong>Exportar CSV</strong> — la mayoría de los contadores prefieren una hoja de cálculo.</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/end-of-day-report" class="help-article-link">Reporte Fin del día</a></li><li><a href="/help/articles/customer-list-report" class="help-article-link">Reporte Lista de clientes</a></li></ul>

<h1 class="help-article-h1">Rapport de liste des paiements</h1>
<p class="help-article-p">Le rapport <strong>Liste de paiements</strong> montre chaque paiement reçu sur une période, avec la part de chacun qui est allée au capital et la part qui correspond aux intérêts. Utilisez-le pour vérifier les encaissements d&#39;une journée, clôturer un mois ou transmettre des chiffres à votre comptable.</p>
<p class="help-article-p">Il est disponible pour tous les utilisateurs de LoanAdmin, quel que soit le forfait.</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>Liste de paiements</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>Liste de paiements</strong>.</li><li><strong>Application web (forfait Business) :</strong> <strong>Rapports</strong> dans la barre latérale → carte <strong>Liste des Paiements</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 (la date du jour si vous ne le modifiez pas).</p>
<p class="help-article-p">Un paiement est inclus lorsque sa date de transaction tombe dans la période. 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</strong> — le nombre de paiements reçus pendant la période.</li><li><strong>Total des Paiements</strong> — le total encaissé : capital plus intérêts.</li><li><strong>Total des Gains</strong> — uniquement la part d&#39;intérêts.</li></ul>
<h3 class="help-article-h3">Détail</h3>
<p class="help-article-p">Une ligne par paiement, avec le nom du client et :</p>
<ul class="help-article-ul"><li><strong>Date</strong> — la date d&#39;enregistrement du paiement.</li><li><strong>Capital</strong> — la part qui a réduit le solde du prêt.</li><li><strong>Intérêts</strong> — la part d&#39;intérêts.</li><li><strong>Total</strong> — ce que le client a payé.</li></ul>
<h3 class="help-article-h3">Plus d&#39;une devise</h3>
<p class="help-article-p">Si la période contient des paiements dans plus d&#39;une devise, des puces de devise apparaissent en haut. <strong>Toutes les Devises</strong> affiche un résumé par devise ; touchez une devise pour ne voir que ses paiements. Les montants ne sont jamais convertis d&#39;une devise à l&#39;autre.</p>
<h2 class="help-article-h2">Partager, imprimer et exporter</h2>
<ul class="help-article-ul"><li><strong>Mobile :</strong> <strong>Partager</strong> crée un PDF et ouvre le menu de partage de votre téléphone (WhatsApp, e-mail, Fichiers, Drive…). <strong>Imprimer</strong> ouvre l&#39;aperçu avant impression, aussi avec une imprimante Bluetooth appairée.</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>Pour une clôture quotidienne, le <a href="/help/articles/end-of-day-report" class="help-article-link">Rapport de fin de journée</a> réunit sur une page les prêts et les paiements de la journée.</li><li>Pour revoir les paiements d&#39;un client ou d&#39;un prêt, ouvrez le prêt et consultez son historique de paiements : <a href="/help/articles/payment-history" class="help-article-link">Historique des paiements</a>.</li><li>Pour la période fiscale, générez l&#39;année complète sur le web et utilisez <strong>Exporter CSV</strong> — la plupart des comptables préfèrent un tableur.</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/end-of-day-report" class="help-article-link">Rapport de fin de journée</a></li><li><a href="/help/articles/customer-list-report" class="help-article-link">Rapport de liste des clients</a></li></ul>

<h1 class="help-article-h1">भुगतान सूची रिपोर्ट</h1>
<p class="help-article-p"><strong>भुगतान सूची</strong> रिपोर्ट किसी तिथि सीमा में आपको मिला हर भुगतान दिखाती है, साथ में यह कि हर भुगतान का कितना हिस्सा मूलधन में गया और कितना ब्याज था। दिन की वसूली जाँचने, महीने का हिसाब बंद करने या अपने अकाउंटेंट को आंकड़े देने के लिए इसका उपयोग करें।</p>
<p class="help-article-p">यह LoanAdmin का उपयोग करने वाले हर व्यक्ति के लिए उपलब्ध है, प्लान चाहे जो 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>भुगतान सूची</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>भुगतान सूची</strong>।</li><li><strong>वेब ऐप (Business प्लान):</strong> साइडबार में <strong>रिपोर्ट</strong> → <strong>भुगतान सूची</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 (अगर आप इसे नहीं बदलते तो आज)।</p>
<p class="help-article-p">कोई भुगतान तब शामिल होता है जब उसकी लेन-देन की तारीख सीमा के अंदर आती है। 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>भुगतानों की संख्या</strong> — सीमा में कितने भुगतान प्राप्त हुए।</li><li><strong>कुल भुगतान</strong> — कुल वसूली: मूलधन और ब्याज दोनों।</li><li><strong>कुल कमाई</strong> — केवल ब्याज वाला हिस्सा।</li></ul>
<h3 class="help-article-h3">विवरण</h3>
<p class="help-article-p">हर भुगतान की एक पंक्ति, ग्राहक के नाम के साथ और:</p>
<ul class="help-article-ul"><li><strong>तारीख</strong> — भुगतान कब दर्ज किया गया।</li><li><strong>मूलधन</strong> — वह हिस्सा जिससे ऋण का शेष कम हुआ।</li><li><strong>ब्याज</strong> — ब्याज वाला हिस्सा।</li><li><strong>कुल</strong> — ग्राहक ने कितना चुकाया।</li></ul>
<h3 class="help-article-h3">एक से अधिक मुद्रा</h3>
<p class="help-article-p">अगर सीमा में एक से अधिक मुद्रा में भुगतान हैं, तो ऊपर मुद्रा चिप दिखाई देते हैं। <strong>सभी मुद्राएँ</strong> हर मुद्रा का अलग सारांश दिखाता है; केवल उस मुद्रा के भुगतान देखने के लिए किसी मुद्रा पर टैप करें। राशियाँ कभी भी एक मुद्रा से दूसरी मुद्रा में नहीं बदली जातीं।</p>
<h2 class="help-article-h2">साझा करना, प्रिंट करना और एक्सपोर्ट करना</h2>
<ul class="help-article-ul"><li><strong>मोबाइल:</strong> <strong>साझा करें</strong> एक PDF बनाता है और आपके फ़ोन का शेयर मेनू खोलता है (WhatsApp, ईमेल, Files, Drive…)। <strong>प्रिंट करें</strong> प्रिंट प्रीव्यू खोलता है, पेयर किए गए ब्लूटूथ प्रिंटर के साथ भी।</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>रोज़ का हिसाब बंद करने के लिए, <a href="/help/articles/end-of-day-report" class="help-article-link">दिन के अंत की रिपोर्ट</a> दिन के ऋण और भुगतान एक ही पेज पर रखती है।</li><li>किसी एक ग्राहक या एक ऋण के भुगतान देखने के लिए, ऋण खोलें और उसका भुगतान इतिहास देखें: <a href="/help/articles/payment-history" class="help-article-link">भुगतान इतिहास</a>।</li><li>टैक्स के समय, वेब पर पूरे साल के लिए रिपोर्ट चलाएँ और <strong>CSV निर्यात करें</strong> का उपयोग करें — ज़्यादातर अकाउंटेंट स्प्रेडशीट पसंद करते हैं।</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/end-of-day-report" class="help-article-link">दिन के अंत की रिपोर्ट</a></li><li><a href="/help/articles/customer-list-report" class="help-article-link">ग्राहक सूची रिपोर्ट</a></li></ul>

<h1 class="help-article-h1">Relatório Lista de pagamentos</h1>
<p class="help-article-p">O relatório <strong>Lista de pagamentos</strong> mostra todos os pagamentos que você recebeu em um período, com quanto de cada um foi para o capital e quanto foi juros. Use-o para conferir as cobranças de um dia, fechar um mês ou passar os números para o seu contador.</p>
<p class="help-article-p">Ele está disponível para todos que usam o LoanAdmin, qualquer que seja o plano.</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>Lista de pagamentos</strong> (em <em>Operação diária</em>).</li><li><strong>Tablet:</strong> toque na sua foto no Dashboard → <strong>Perfil</strong> → <strong>Relatórios</strong> → <strong>Lista de pagamentos</strong>.</li><li><strong>App web (plano Business):</strong> <strong>Relatórios</strong> na barra lateral → cartão <strong>Lista de Pagamentos</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 (hoje, se você não mudar).</p>
<p class="help-article-p">Um pagamento entra no relatório quando a data da transação cai dentro do período. 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</strong> — quantos pagamentos foram recebidos no período.</li><li><strong>Total de Pagamentos</strong> — o total recebido: capital mais juros.</li><li><strong>Total de Ganhos</strong> — apenas a parte de juros.</li></ul>
<h3 class="help-article-h3">Detalhe</h3>
<p class="help-article-p">Uma linha por pagamento, com o nome do cliente e:</p>
<ul class="help-article-ul"><li><strong>Data</strong> — quando o pagamento foi registrado.</li><li><strong>Capital</strong> — a parte que reduziu o saldo do empréstimo.</li><li><strong>Juros</strong> — a parte de juros.</li><li><strong>Total</strong> — o que o cliente pagou.</li></ul>
<h3 class="help-article-h3">Mais de uma moeda</h3>
<p class="help-article-p">Se o período tiver pagamentos em mais de uma moeda, aparecem chips de moeda no topo. <strong>Todas as Moedas</strong> mostra um resumo por moeda; toque em uma moeda para ver só os pagamentos dela. Os valores nunca são convertidos entre moedas.</p>
<h2 class="help-article-h2">Compartilhar, imprimir e exportar</h2>
<ul class="help-article-ul"><li><strong>Celular:</strong> <strong>Compartilhar</strong> cria um PDF e abre o menu de compartilhamento do celular (WhatsApp, e-mail, Arquivos, Drive…). <strong>Imprimir</strong> abre a pré-visualização de impressão, também com uma impressora Bluetooth pareada.</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>Para um fechamento diário, o <a href="/help/articles/end-of-day-report" class="help-article-link">Relatório de fechamento do dia</a> reúne os empréstimos e pagamentos do dia em uma página.</li><li>Para revisar os pagamentos de um cliente ou de um empréstimo, abra o empréstimo e confira o histórico de pagamentos: <a href="/help/articles/payment-history" class="help-article-link">Histórico de pagamentos</a>.</li><li>Na época do imposto de renda, gere o ano inteiro na web e use <strong>Exportar CSV</strong> — a maioria dos contadores prefere uma planilha.</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/end-of-day-report" class="help-article-link">Relatório de fechamento do dia</a></li><li><a href="/help/articles/customer-list-report" class="help-article-link">Relatório Lista de clientes</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.

Payment list report

Where to find it

Choosing the dates

What the report shows

Summary

Detail

More than one currency

Sharing, printing and exporting

Tips

Related

Related articles

Reports overview

End of day report

Customer list report