<h1 class="help-article-h1">Location when collecting (GPS)</h1>
With Team (paid Business plan; not included in the free trial), LoanAdmin can save where each payment was collected when a collector records it. This guide explains exactly what is saved, when, who sees it and how to turn it on or off.
<h2 class="help-article-h2">Who it applies to</h2>
Only to members with the Collector role inside a company on the Business plan, and only if that collector has Location when collecting (GPS) turned on. It&#39;s set per collector: it&#39;s on by default when you invite them, and the owner or an Admin can turn it off or back on in their profile (Team › tap the collector › Location when collecting (GPS)), in the app or on the web.
Payments you record in your own account, or with another role, never save a location.
<h2 class="help-article-h2">What is saved</h2>
Latitude, longitude, accuracy (in meters) and time, inside the payment. Nothing else: no route, no speed, no location history.
<h2 class="help-article-h2">When it&#39;s taken</h2>
<ul class="help-article-ul"><li>A single reading at the moment the collector confirms a payment.</li><li>Never in the background, never continuous tracking, never when the app opens.</li><li>The reading waits about 5 seconds at most. If there&#39;s no permission, the phone&#39;s GPS is off, there&#39;s no signal or time runs out, the payment is still recorded, marked No location.</li></ul>
<h2 class="help-article-h2">Consent first</h2>
The first time the collector is about to confirm a payment (on each phone), the app shows the Location when collecting screen, which explains what is saved, when, who sees it and why. It has two buttons:
<ul class="help-article-ul"><li>Allow location: the phone then asks for its system location permission.</li><li>Not now: the payment is recorded without location and the app doesn&#39;t ask again when collecting.</li></ul>
It&#39;s optional. The decision is saved on that phone. If you allowed location and want to remove it (or blocked it and want to allow it), change LoanAdmin&#39;s Location permission in the phone settings (iPhone: Settings › LoanAdmin › Location; Android: Settings › Apps › LoanAdmin › Permissions › Location; names may vary by model). The owner or an Admin can also turn location on or off for each collector in Team.
<h2 class="help-article-h2">Who sees it</h2>
<ul class="help-article-ul"><li>The company owner and Admins: in Functions › Today&#39;s collections (map and log) on the phone, and on the web in Team › Map &amp; route tab (Collectors map page).</li><li>The collector: their own collections in Functions › My route (and on the web, Team › My route).</li></ul>
Nobody else. Agents and viewers don&#39;t have access.
<h2 class="help-article-h2">How long it&#39;s kept</h2>
The location is deleted from the payment after 90 days. The payment still exists; only the location is removed, and the map shows it as an expired location.

<h1 class="help-article-h1">Ubicación al cobrar (GPS)</h1>
Con Colaboradores (plan Business pagado; no está incluido en la prueba gratis), LoanAdmin puede guardar dónde se cobró cada pago cuando lo registra un cobrador. Esta guía explica exactamente qué se guarda, cuándo, quién lo ve y cómo activarlo o desactivarlo.
<h2 class="help-article-h2">A quién aplica</h2>
Solo a colaboradores con rol Cobrador dentro de una empresa con plan Business, y solo si ese cobrador tiene activada la Ubicación al cobrar (GPS). Se configura por cobrador: viene activada por defecto al invitarlo, y el dueño o un Admin la puede apagar o volver a encender en su ficha (Colaboradores › toca el cobrador › Ubicación al cobrar (GPS)), en la app o en la web.
Los pagos que registras en tu propia cuenta, o con otro rol, nunca guardan ubicación.
<h2 class="help-article-h2">Qué se guarda</h2>
Latitud, longitud, precisión (en metros) y hora, dentro del pago. Nada más: ni ruta, ni velocidad, ni historial de ubicaciones.
<h2 class="help-article-h2">Cuándo se toma</h2>
<ul class="help-article-ul"><li>Una sola lectura en el momento en que el cobrador confirma un pago.</li><li>Nunca en segundo plano, nunca rastreo continuo, nunca al abrir la app.</li><li>La lectura espera como máximo unos 5 segundos. Si no hay permiso, el GPS del teléfono está apagado, no hay señal o se acaba el tiempo, el pago se registra igual, marcado Sin ubicación.</li></ul>
<h2 class="help-article-h2">Consentimiento primero</h2>
La primera vez que el cobrador va a confirmar un pago (en cada teléfono), la app muestra la pantalla Ubicación al cobrar, que explica qué se guarda, cuándo, quién lo ve y por qué. Tiene dos botones:
<ul class="help-article-ul"><li>Permitir ubicación: después el teléfono pide su permiso de ubicación del sistema.</li><li>Ahora no: el pago se registra sin ubicación y la app no vuelve a preguntar al cobrar.</li></ul>
Es opcional. La decisión se guarda en ese teléfono. Si permitiste la ubicación y quieres quitarla (o la bloqueaste y quieres darla), cambia el permiso de Ubicación de LoanAdmin en los ajustes del teléfono (iPhone: Ajustes › LoanAdmin › Ubicación; Android: Ajustes › Aplicaciones › LoanAdmin › Permisos › Ubicación; los nombres pueden variar según el modelo). Además, el dueño o un Admin puede apagar o encender la ubicación de cada cobrador en Colaboradores.
<h2 class="help-article-h2">Quién lo ve</h2>
<ul class="help-article-ul"><li>El dueño y los Admin de la empresa: en Funciones › Cobros del día (mapa y bitácora) en el teléfono, y en la web en Colaboradores › pestaña Mapa y ruta (página Mapa de cobradores).</li><li>El cobrador: sus propios cobros en Funciones › Mi ruta (y en la web, Colaboradores › Mi ruta).</li></ul>
Nadie más. Los agentes y visores no tienen acceso.
<h2 class="help-article-h2">Cuánto tiempo se guarda</h2>
La ubicación se borra del pago a los 90 días. El pago sigue existiendo; solo se elimina la ubicación, y en el mapa aparece como ubicación vencida.

<h1 class="help-article-h1">Position lors de l&#39;encaissement (GPS)</h1>
Avec Équipe (forfait Business payant ; non incluse dans l&#39;essai gratuit), LoanAdmin peut enregistrer l&#39;endroit où chaque paiement a été encaissé quand un encaisseur l&#39;enregistre. Ce guide explique exactement ce qui est enregistré, quand, qui le voit et comment l&#39;activer ou le désactiver.
<h2 class="help-article-h2">Qui est concerné</h2>
Uniquement les membres ayant le rôle Encaisseur dans une entreprise au forfait Business, et seulement si cet encaisseur a la Position lors de l&#39;encaissement (GPS) activée. Elle se règle par encaisseur : activée par défaut quand vous l&#39;invitez, le propriétaire ou un Admin peut la désactiver ou la réactiver dans sa fiche (Équipe › touchez l&#39;encaisseur › Position lors de l&#39;encaissement (GPS)), dans l&#39;app ou sur le web.
Les paiements que vous enregistrez sur votre propre compte, ou avec un autre rôle, n&#39;enregistrent jamais de position.
<h2 class="help-article-h2">Ce qui est enregistré</h2>
Latitude, longitude, précision (en mètres) et heure, dans le paiement. Rien d&#39;autre : ni itinéraire, ni vitesse, ni historique de positions.
<h2 class="help-article-h2">Quand elle est prise</h2>
<ul class="help-article-ul"><li>Une seule lecture, au moment où l&#39;encaisseur confirme un paiement.</li><li>Jamais en arrière-plan, jamais de suivi continu, jamais à l&#39;ouverture de l&#39;app.</li><li>La lecture attend environ 5 secondes au maximum. S&#39;il n&#39;y a pas d&#39;autorisation, que le GPS du téléphone est désactivé, qu&#39;il n&#39;y a pas de signal ou que le délai est écoulé, le paiement est quand même enregistré, marqué Sans position.</li></ul>
<h2 class="help-article-h2">Le consentement d&#39;abord</h2>
La première fois que l&#39;encaisseur s&#39;apprête à confirmer un paiement (sur chaque téléphone), l&#39;app affiche l&#39;écran Position lors de l&#39;encaissement, qui explique ce qui est enregistré, quand, qui le voit et pourquoi. Il comporte deux boutons :
<ul class="help-article-ul"><li>Autoriser la position : le téléphone demande ensuite son autorisation de localisation système.</li><li>Pas maintenant : le paiement est enregistré sans position et l&#39;app ne redemande plus lors des encaissements.</li></ul>
C&#39;est facultatif. Le choix est enregistré sur ce téléphone. Si vous avez autorisé la position et voulez la retirer (ou l&#39;avez bloquée et voulez l&#39;autoriser), modifiez l&#39;autorisation Position de LoanAdmin dans les réglages du téléphone (iPhone : Réglages › LoanAdmin › Position ; Android : Paramètres › Applications › LoanAdmin › Autorisations › Position ; les noms peuvent varier selon le modèle). Le propriétaire ou un Admin peut aussi activer ou désactiver la position de chaque encaisseur dans Équipe.
<h2 class="help-article-h2">Qui la voit</h2>
<ul class="help-article-ul"><li>Le propriétaire et les Admins de l&#39;entreprise : dans Fonctions › Encaissements du jour (carte et journal) sur le téléphone, et sur le web dans Équipe › onglet Carte et itinéraire (page Carte des encaisseurs).</li><li>L&#39;encaisseur : ses propres encaissements dans Fonctions › Mon itinéraire (et sur le web, Équipe › Mon itinéraire).</li></ul>
Personne d&#39;autre. Les agents et les lecteurs n&#39;y ont pas accès.
<h2 class="help-article-h2">Durée de conservation</h2>
La position est supprimée du paiement après 90 jours. Le paiement reste ; seule la position est retirée, et la carte l&#39;affiche comme position expirée.

<h1 class="help-article-h1">वसूली के समय स्थान (GPS)</h1>
टीम के साथ (भुगतान वाला Business प्लान; मुफ़्त ट्रायल में शामिल नहीं), जब कोई कलेक्टर भुगतान दर्ज करता है, तो LoanAdmin यह सहेज सकता है कि भुगतान कहाँ वसूला गया। यह गाइड ठीक-ठीक बताती है कि क्या सहेजा जाता है, कब, कौन देखता है और इसे कैसे चालू या बंद करें।
<h2 class="help-article-h2">यह किस पर लागू होता है</h2>
सिर्फ़ Business प्लान वाली कंपनी में कलेक्टर भूमिका वाले सदस्यों पर, और तभी जब उस कलेक्टर की वसूली के समय लोकेशन (GPS) चालू हो। यह हर कलेक्टर के लिए अलग से तय होती है: आमंत्रित करते समय डिफ़ॉल्ट रूप से चालू होती है, और मालिक या एडमिन इसे उसकी जानकारी में बंद या फिर से चालू कर सकते हैं (टीम › कलेक्टर पर टैप करें › वसूली के समय लोकेशन (GPS)), ऐप में या वेब पर।
अपने खुद के खाते में, या किसी दूसरी भूमिका से दर्ज किए गए भुगतान कभी स्थान नहीं सहेजते।
<h2 class="help-article-h2">क्या सहेजा जाता है</h2>
अक्षांश, देशांतर, सटीकता (मीटर में) और समय, भुगतान के अंदर। इसके अलावा कुछ नहीं: न रूट, न गति, न स्थानों का इतिहास।
<h2 class="help-article-h2">यह कब लिया जाता है</h2>
<ul class="help-article-ul"><li>सिर्फ़ एक बार पढ़ा जाता है, ठीक उस समय जब कलेक्टर भुगतान की पुष्टि करता है।</li><li>कभी बैकग्राउंड में नहीं, कभी लगातार ट्रैकिंग नहीं, ऐप खोलने पर कभी नहीं।</li><li>पढ़ने के लिए ऐप ज़्यादा से ज़्यादा लगभग 5 सेकंड रुकता है। अगर अनुमति नहीं है, फ़ोन का GPS बंद है, सिग्नल नहीं है या समय खत्म हो जाता है, तो भुगतान फिर भी दर्ज होता है, स्थान नहीं के निशान के साथ।</li></ul>
<h2 class="help-article-h2">पहले सहमति</h2>
जब कलेक्टर पहली बार किसी भुगतान की पुष्टि करने वाला होता है (हर फ़ोन पर), ऐप वसूली के समय स्थान स्क्रीन दिखाता है, जो बताती है कि क्या सहेजा जाता है, कब, कौन देखता है और क्यों। इसमें दो बटन होते हैं:
<ul class="help-article-ul"><li>स्थान की अनुमति दें: इसके बाद फ़ोन अपनी सिस्टम स्थान अनुमति माँगता है।</li><li>अभी नहीं: भुगतान बिना स्थान के दर्ज होता है और ऐप वसूली के समय दोबारा नहीं पूछता।</li></ul>
यह वैकल्पिक है। फ़ैसला उसी फ़ोन पर सहेजा जाता है। अगर आपने लोकेशन की अनुमति दी थी और हटाना चाहते हैं (या रोकी थी और देना चाहते हैं), तो फ़ोन की सेटिंग्स में LoanAdmin की लोकेशन अनुमति बदलें (iPhone: Settings › LoanAdmin › Location; Android: सेटिंग्स › ऐप्स › LoanAdmin › अनुमतियाँ › लोकेशन; नाम मॉडल के अनुसार अलग हो सकते हैं)। इसके अलावा मालिक या एडमिन टीम में हर कलेक्टर की लोकेशन चालू या बंद कर सकते हैं।
<h2 class="help-article-h2">कौन देखता है</h2>
<ul class="help-article-ul"><li>कंपनी का मालिक और एडमिन: फ़ोन पर फ़ंक्शन › आज की वसूली (नक्शा और लॉग) में, और वेब पर टीम › नक्शा और रूट टैब (कलेक्टर नक्शा पेज) में।</li><li>कलेक्टर: अपनी वसूली फ़ंक्शन › मेरा रूट में (और वेब पर टीम › मेरा रूट में)।</li></ul>
और कोई नहीं। एजेंट और व्यूअर के पास पहुँच नहीं है।
<h2 class="help-article-h2">यह कितने समय तक रहता है</h2>
स्थान 90 दिन बाद भुगतान से हटा दिया जाता है। भुगतान बना रहता है; सिर्फ़ स्थान हटता है, और नक्शे पर यह समाप्त स्थान के रूप में दिखता है।

<h1 class="help-article-h1">Localização ao cobrar (GPS)</h1>
Com Equipe (plano Business pago; não incluída no teste grátis), o LoanAdmin pode salvar onde cada pagamento foi cobrado quando um cobrador o registra. Este guia explica exatamente o que é salvo, quando, quem vê e como ativar ou desativar.
<h2 class="help-article-h2">A quem se aplica</h2>
Somente a membros com a função Cobrador em uma empresa com plano Business, e somente se esse cobrador tiver a Localização ao cobrar (GPS) ativada. Ela é definida por cobrador: vem ativada por padrão ao convidá-lo, e o proprietário ou um Admin pode desativá-la ou reativá-la na ficha dele (Equipe › toque no cobrador › Localização ao cobrar (GPS)), no app ou na web.
Os pagamentos que você registra na sua própria conta, ou com outra função, nunca salvam localização.
<h2 class="help-article-h2">O que é salvo</h2>
Latitude, longitude, precisão (em metros) e hora, dentro do pagamento. Nada mais: nem rota, nem velocidade, nem histórico de localizações.
<h2 class="help-article-h2">Quando é capturada</h2>
<ul class="help-article-ul"><li>Uma única leitura no momento em que o cobrador confirma um pagamento.</li><li>Nunca em segundo plano, nunca rastreamento contínuo, nunca ao abrir o app.</li><li>A leitura espera no máximo cerca de 5 segundos. Se não houver permissão, o GPS do celular estiver desligado, não houver sinal ou o tempo acabar, o pagamento é registrado do mesmo jeito, marcado como Sem localização.</li></ul>
<h2 class="help-article-h2">Consentimento primeiro</h2>
Na primeira vez que o cobrador vai confirmar um pagamento (em cada celular), o app mostra a tela Localização ao cobrar, que explica o que é salvo, quando, quem vê e por quê. Ela tem dois botões:
<ul class="help-article-ul"><li>Permitir localização: em seguida o celular pede a permissão de localização do sistema.</li><li>Agora não: o pagamento é registrado sem localização e o app não volta a perguntar ao cobrar.</li></ul>
É opcional. A decisão fica salva naquele celular. Se você permitiu a localização e quer retirá-la (ou bloqueou e quer permitir), mude a permissão de Localização do LoanAdmin nos ajustes do celular (iPhone: Ajustes › LoanAdmin › Localização; Android: Configurações › Apps › LoanAdmin › Permissões › Localização; os nomes podem variar conforme o modelo). Além disso, o proprietário ou um Admin pode ativar ou desativar a localização de cada cobrador em Equipe.
<h2 class="help-article-h2">Quem vê</h2>
<ul class="help-article-ul"><li>O proprietário e os Admins da empresa: em Funções › Cobranças do dia (mapa e registro) no celular, e na web em Equipe › aba Mapa e rota (página Mapa de cobradores).</li><li>O cobrador: as próprias cobranças em Funções › Minha rota (e na web, Equipe › Minha rota).</li></ul>
Mais ninguém. Agentes e visualizadores não têm acesso.
<h2 class="help-article-h2">Por quanto tempo fica salva</h2>
A localização é apagada do pagamento após 90 dias. O pagamento continua existindo; só a localização é removida, e o mapa a mostra como localização expirada.

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.

Location when collecting (GPS)

Location when collecting (GPS)

Who it applies to

What is saved

When it's taken

Consent first

Who sees it

How long it's kept

Team: invite people to work with you

Joining a team (collectors and members)

Capital: your cash book

Location when collecting (GPS)

Who it applies to

What is saved

When it's taken

Consent first

Who sees it

How long it's kept

Related articles

Team: invite people to work with you

Joining a team (collectors and members)

Capital: your cash book