<h1 class="help-article-h1">Plans and free trial</h1>
LoanAdmin has a 60-day free trial and three paid plans: Essential, Professional and Business. There is no free-forever plan and no plan shows ads.
<h2 class="help-article-h2">The 60-day trial</h2>
<ul class="help-article-ul"><li>When you create your account you get 60 days with everything in Business: unlimited customers and loans, Capital, reports, web access, WhatsApp reminders and more.</li><li>Exception: Team. Inviting members requires paid Business. During the trial, opening Team shows a video and the option to subscribe.</li><li>If you choose a plan before the trial ends, you&#39;re charged that day and the free trial ends.</li></ul>
<h2 class="help-article-h2">When the trial ends</h2>
To keep using LoanAdmin you need a plan. When you open the app you&#39;ll see a screen with these options:
<ul class="help-article-ul"><li>See plans and subscribe.</li><li>Request my data: we email you a copy of your data.</li><li>Delete my account.</li></ul>
<h2 class="help-article-h2">What each plan includes</h2>
Essential
<ul class="help-article-ul"><li>Unlimited loans and customers.</li><li>1 cloud backup.</li><li>Up to 2 devices.</li><li>3 years of history.</li><li>1 document per loan (up to 8 MB).</li><li>Basic reports.</li><li>Up to 2 currencies.</li><li>Payment reminders on WhatsApp.</li><li>Support with replies within 48-60 h.</li></ul>
Professional (everything in Essential, plus)
<ul class="help-article-ul"><li>Capital (cash book).</li><li>Advanced reports in the app.</li><li>Up to 3 cloud backups.</li><li>Up to 5 devices.</li><li>4 years of history.</li><li>5 documents per loan (up to 15 MB each).</li><li>Up to 3 currencies.</li></ul>
Business (everything in Professional, plus)
<ul class="help-article-ul"><li>Team: 5 internal seats and 5 collector seats, with roles, client assignment, budgets and location when collecting.</li><li>Web access at loanadmin.app: dashboard, advanced web reports and Excel export.</li><li>Up to 15 cloud backups.</li><li>Up to 10 devices.</li><li>Unlimited history.</li><li>10 documents per loan (up to 15 MB each).</li><li>Up to 5 currencies.</li><li>Full support with replies within 24 h.</li></ul>
<h2 class="help-article-h2">Prices</h2>
Each plan can be paid monthly or yearly. The price depends on your country, and you see it in the app or in the store (App Store or Google Play) before paying.
<h2 class="help-article-h2">How to subscribe</h2>
<ul class="help-article-ul"><li>On your phone: Settings › Subscription (or tap the plan next to your name in the ☰ menu). Choose the plan and period, and pay with your App Store or Google Play account. If you changed phones, use Restore Purchases.</li><li>On the web: Settings › Subscription.</li></ul>
<h2 class="help-article-h2">How to cancel</h2>
Cancel in the same place where you subscribed. Deleting the app does not cancel the subscription.
<ul class="help-article-ul"><li>iPhone: iPhone Settings app › your name › Subscriptions › LoanAdmin › Cancel Subscription.</li><li>Android: Google Play app › your profile picture › Payments &amp; subscriptions › Subscriptions › LoanAdmin › Cancel subscription.</li><li>Web: Settings › Subscription › Manage Subscription.</li></ul>
The stores keep your access until the end of the period you already paid for.
<h2 class="help-article-h2">Loyalty users (old one-time purchase)</h2>
If you bought LoanAdmin with a one-time payment in the past, you keep what you already had, with no ads and without paying. New features (for example Capital, Team or WhatsApp reminders) are not added to those accounts. If you want them, you can subscribe to any plan: while you have an active subscription, you get everything in that plan.
See also <a href="/help/articles/subscription" class="help-article-link">Subscription and billing</a>.

<h1 class="help-article-h1">Planes y prueba gratis</h1>
LoanAdmin tiene una prueba gratis de 60 días y tres planes pagos: Essential, Professional y Business. No hay plan gratis para siempre y ningún plan tiene anuncios.
<h2 class="help-article-h2">La prueba de 60 días</h2>
<ul class="help-article-ul"><li>Al crear tu cuenta tienes 60 días con todo Business, excepto Colaboradores: clientes y préstamos ilimitados, Capital, reportes, acceso a la web, recordatorios por WhatsApp y más.</li><li>Excepción: Colaboradores. Colaboradores es del plan Business pagado y no está incluido en la prueba. Durante la prueba, al abrir Colaboradores verás un video y la opción de suscribirte.</li><li>Si eliges un plan antes de que termine la prueba, el cobro se hace ese día y la prueba gratis termina.</li></ul>
<h2 class="help-article-h2">Cuando termina la prueba</h2>
Para seguir usando LoanAdmin necesitas un plan. Al abrir la app verás una pantalla con estas opciones:
<ul class="help-article-ul"><li>Ver planes y suscribirme.</li><li>Solicitar mis datos: te enviamos por correo una copia de tus datos.</li><li>Borrar mi cuenta.</li></ul>
<h2 class="help-article-h2">Qué incluye cada plan</h2>
Essential
<ul class="help-article-ul"><li>Préstamos y clientes ilimitados.</li><li>1 respaldo en la nube.</li><li>Hasta 2 dispositivos.</li><li>3 años de historial.</li><li>1 documento por préstamo (hasta 8 MB).</li><li>Reportes básicos.</li><li>Hasta 2 monedas.</li><li>Recordatorios de cobro por WhatsApp.</li><li>Soporte con respuesta en 48-60 h.</li></ul>
Professional (todo lo de Essential, más)
<ul class="help-article-ul"><li>Capital (libro de caja).</li><li>Reportes avanzados en la app.</li><li>Hasta 3 respaldos en la nube.</li><li>Hasta 5 dispositivos.</li><li>4 años de historial.</li><li>5 documentos por préstamo (hasta 15 MB cada uno).</li><li>Hasta 3 monedas.</li></ul>
Business (todo lo de Professional, más)
<ul class="help-article-ul"><li>Colaboradores: 5 asientos internos y 5 de cobrador, con roles, asignación de clientes, presupuestos y ubicación al cobrar.</li><li>Acceso web en loanadmin.app: Panel, reportes web avanzados y exportación a Excel.</li><li>Hasta 15 respaldos en la nube.</li><li>Hasta 10 dispositivos.</li><li>Historial ilimitado.</li><li>10 documentos por préstamo (hasta 15 MB cada uno).</li><li>Hasta 5 monedas.</li><li>Soporte completo con respuesta en 24 h.</li></ul>
<h2 class="help-article-h2">Precios</h2>
Cada plan se puede pagar mensual o anual. El precio depende de tu país y lo ves en la app o en la tienda (App Store o Google Play) antes de pagar.
<h2 class="help-article-h2">Cómo suscribirte</h2>
<ul class="help-article-ul"><li>En el teléfono: Ajustes › Suscripción (o toca el plan junto a tu nombre en el menú ☰). Elige el plan y el periodo, y paga con tu cuenta de App Store o Google Play. Si cambiaste de teléfono, usa Restaurar Compras.</li><li>En la web: Configuración › Suscripción.</li></ul>
<h2 class="help-article-h2">Cómo cancelar</h2>
Cancela en el mismo lugar donde te suscribiste. Borrar la app no cancela la suscripción.
<ul class="help-article-ul"><li>iPhone: app Ajustes del iPhone › tu nombre › Suscripciones › LoanAdmin › Cancelar suscripción.</li><li>Android: app Google Play › tu foto de perfil › Pagos y suscripciones › Suscripciones › LoanAdmin › Cancelar suscripción.</li><li>Web: Configuración › Suscripción › Gestionar suscripción.</li></ul>
Las tiendas mantienen tu acceso hasta el final del periodo que ya pagaste.
<h2 class="help-article-h2">Usuarios loyalty (pago único antiguo)</h2>
Si compraste LoanAdmin con un pago único en el pasado, conservas lo que ya tenías, sin anuncios y sin pagar. Las funciones nuevas (por ejemplo Capital, Colaboradores o los recordatorios por WhatsApp) no se agregan a esas cuentas. Si las quieres, puedes suscribirte a cualquier plan: mientras tengas una suscripción activa, recibes todo lo de ese plan.
Ver también <a href="/help/articles/subscription" class="help-article-link">Suscripción y facturación</a>.

<h1 class="help-article-h1">Forfaits et essai gratuit</h1>
LoanAdmin propose un essai gratuit de 60 jours et trois forfaits payants : Essential, Professional et Business. Il n&#39;existe pas de forfait gratuit à vie et aucun forfait n&#39;affiche de publicité.
<h2 class="help-article-h2">L&#39;essai de 60 jours</h2>
<ul class="help-article-ul"><li>En créant votre compte, vous avez 60 jours avec tout Business : clients et prêts illimités, Capital, rapports, accès web, rappels WhatsApp et plus encore.</li><li>Exception : Équipe. Inviter des membres nécessite Business payant. Pendant l&#39;essai, ouvrir Équipe affiche une vidéo et l&#39;option de vous abonner.</li><li>Si vous choisissez un forfait avant la fin de l&#39;essai, le paiement est effectué ce jour-là et l&#39;essai gratuit se termine.</li></ul>
<h2 class="help-article-h2">À la fin de l&#39;essai</h2>
Pour continuer à utiliser LoanAdmin, il vous faut un forfait. En ouvrant l&#39;app, vous verrez un écran avec ces options :
<ul class="help-article-ul"><li>Voir les forfaits et m&#39;abonner.</li><li>Demander mes données : nous vous envoyons par e-mail une copie de vos données.</li><li>Supprimer mon compte.</li></ul>
<h2 class="help-article-h2">Ce que comprend chaque forfait</h2>
Essential
<ul class="help-article-ul"><li>Prêts et clients illimités.</li><li>1 sauvegarde dans le cloud.</li><li>Jusqu&#39;à 2 appareils.</li><li>3 ans d&#39;historique.</li><li>1 document par prêt (jusqu&#39;à 8 Mo).</li><li>Rapports de base.</li><li>Jusqu&#39;à 2 devises.</li><li>Rappels de paiement par WhatsApp.</li><li>Support avec réponse sous 48-60 h.</li></ul>
Professional (tout Essential, plus)
<ul class="help-article-ul"><li>Capital (livre de caisse).</li><li>Rapports avancés dans l&#39;app.</li><li>Jusqu&#39;à 3 sauvegardes dans le cloud.</li><li>Jusqu&#39;à 5 appareils.</li><li>4 ans d&#39;historique.</li><li>5 documents par prêt (jusqu&#39;à 15 Mo chacun).</li><li>Jusqu&#39;à 3 devises.</li></ul>
Business (tout Professional, plus)
<ul class="help-article-ul"><li>Équipe : 5 places internes et 5 places d&#39;encaisseur, avec rôles, attribution de clients, budgets et position lors de l&#39;encaissement.</li><li>Accès web sur loanadmin.app : tableau de bord, rapports web avancés et export vers Excel.</li><li>Jusqu&#39;à 15 sauvegardes dans le cloud.</li><li>Jusqu&#39;à 10 appareils.</li><li>Historique illimité.</li><li>10 documents par prêt (jusqu&#39;à 15 Mo chacun).</li><li>Jusqu&#39;à 5 devises.</li><li>Support complet avec réponse sous 24 h.</li></ul>
<h2 class="help-article-h2">Prix</h2>
Chaque forfait peut être payé mensuellement ou annuellement. Le prix dépend de votre pays ; vous le voyez dans l&#39;app ou dans le store (App Store ou Google Play) avant de payer.
<h2 class="help-article-h2">Comment s&#39;abonner</h2>
<ul class="help-article-ul"><li>Sur le téléphone : Réglages › Abonnement (ou touchez le forfait à côté de votre nom dans le menu ☰). Choisissez le forfait et la période, puis payez avec votre compte App Store ou Google Play. Si vous avez changé de téléphone, utilisez Restaurer les Achats.</li><li>Sur le web : Paramètres › Abonnement.</li></ul>
<h2 class="help-article-h2">Comment résilier</h2>
Résiliez au même endroit que celui où vous vous êtes abonné. Supprimer l&#39;app ne résilie pas l&#39;abonnement.
<ul class="help-article-ul"><li>iPhone : app Réglages de l&#39;iPhone › votre nom › Abonnements › LoanAdmin › Annuler l&#39;abonnement.</li><li>Android : app Google Play › votre photo de profil › Paiements et abonnements › Abonnements › LoanAdmin › Résilier l&#39;abonnement.</li><li>Web : Paramètres › Abonnement › Gérer l&#39;abonnement.</li></ul>
Les stores conservent votre accès jusqu&#39;à la fin de la période déjà payée.
<h2 class="help-article-h2">Utilisateurs loyalty (ancien achat unique)</h2>
Si vous avez acheté LoanAdmin avec un paiement unique par le passé, vous gardez ce que vous aviez déjà, sans publicité et sans payer. Les nouvelles fonctionnalités (par exemple Capital, Équipe ou les rappels WhatsApp) ne sont pas ajoutées à ces comptes. Si vous les voulez, vous pouvez vous abonner à n&#39;importe quel forfait : tant que vous avez un abonnement actif, vous recevez tout ce que comprend ce forfait.
Voir aussi <a href="/help/articles/subscription" class="help-article-link">Abonnement et facturation</a>.

<h1 class="help-article-h1">प्लान और मुफ़्त ट्रायल</h1>
LoanAdmin में 60 दिन का मुफ़्त ट्रायल और तीन भुगतान वाले प्लान हैं: Essential, Professional और Business। हमेशा के लिए मुफ़्त कोई प्लान नहीं है और किसी भी प्लान में विज्ञापन नहीं हैं।
<h2 class="help-article-h2">60 दिन का ट्रायल</h2>
<ul class="help-article-ul"><li>खाता बनाने पर आपको 60 दिन तक Business की हर सुविधा मिलती है: असीमित ग्राहक और ऋण, पूंजी, रिपोर्ट, वेब एक्सेस, WhatsApp रिमाइंडर और भी बहुत कुछ।</li><li>अपवाद: टीम। सदस्य आमंत्रित करने के लिए भुगतान वाला Business चाहिए। ट्रायल के दौरान टीम खोलने पर एक वीडियो और सदस्यता लेने का विकल्प दिखता है।</li><li>अगर आप ट्रायल खत्म होने से पहले कोई प्लान चुनते हैं, तो उसी दिन भुगतान होता है और मुफ़्त ट्रायल खत्म हो जाता है।</li></ul>
<h2 class="help-article-h2">जब ट्रायल खत्म हो</h2>
LoanAdmin इस्तेमाल करते रहने के लिए आपको एक प्लान चाहिए। ऐप खोलने पर आपको इन विकल्पों वाली स्क्रीन दिखेगी:
<ul class="help-article-ul"><li>योजनाएँ देखें और सब्सक्राइब करें।</li><li>मेरे डेटा का अनुरोध करें: हम आपके डेटा की एक कॉपी ईमेल से भेजते हैं।</li><li>मेरा खाता हटाएँ।</li></ul>
<h2 class="help-article-h2">हर प्लान में क्या शामिल है</h2>
Essential
<ul class="help-article-ul"><li>असीमित ऋण और ग्राहक।</li><li>1 क्लाउड बैकअप।</li><li>2 डिवाइस तक।</li><li>3 साल का इतिहास।</li><li>हर ऋण पर 1 दस्तावेज़ (8 MB तक)।</li><li>बुनियादी रिपोर्ट।</li><li>2 मुद्राओं तक।</li><li>WhatsApp पर भुगतान रिमाइंडर।</li><li>48-60 घंटे में जवाब वाला सपोर्ट।</li></ul>
Professional (Essential की हर चीज़, और)
<ul class="help-article-ul"><li>पूंजी (नकद बही)।</li><li>ऐप में उन्नत रिपोर्ट।</li><li>3 क्लाउड बैकअप तक।</li><li>5 डिवाइस तक।</li><li>4 साल का इतिहास।</li><li>हर ऋण पर 5 दस्तावेज़ (हर एक 15 MB तक)।</li><li>3 मुद्राओं तक।</li></ul>
Business (Professional की हर चीज़, और)
<ul class="help-article-ul"><li>टीम: 5 आंतरिक और 5 कलेक्टर सीटें, भूमिकाओं, ग्राहक सौंपने, बजट और वसूली के समय स्थान के साथ।</li><li>loanadmin.app पर वेब एक्सेस: डैशबोर्ड, उन्नत वेब रिपोर्ट और Excel निर्यात।</li><li>15 क्लाउड बैकअप तक।</li><li>10 डिवाइस तक।</li><li>असीमित इतिहास।</li><li>हर ऋण पर 10 दस्तावेज़ (हर एक 15 MB तक)।</li><li>5 मुद्राओं तक।</li><li>24 घंटे में जवाब वाला पूरा सपोर्ट।</li></ul>
<h2 class="help-article-h2">कीमतें</h2>
हर प्लान का भुगतान मासिक या वार्षिक किया जा सकता है। कीमत आपके देश पर निर्भर करती है, और भुगतान से पहले आप इसे ऐप में या स्टोर (App Store या Google Play) में देखते हैं।
<h2 class="help-article-h2">सदस्यता कैसे लें</h2>
<ul class="help-article-ul"><li>फ़ोन पर: सेटिंग्स › सदस्यता (या ☰ मेन्यू में अपने नाम के पास प्लान पर टैप करें)। प्लान और अवधि चुनें, और अपने App Store या Google Play खाते से भुगतान करें। अगर आपने फ़ोन बदला है, तो खरीदारी पुनर्स्थापित करें इस्तेमाल करें।</li><li>वेब पर: सेटिंग्स › सदस्यता।</li></ul>
<h2 class="help-article-h2">रद्द कैसे करें</h2>
वहीं रद्द करें जहाँ आपने सदस्यता ली थी। ऐप हटाने से सदस्यता रद्द नहीं होती।
<ul class="help-article-ul"><li>iPhone: iPhone की Settings ऐप › आपका नाम › Subscriptions › LoanAdmin › Cancel Subscription।</li><li>Android: Google Play ऐप › आपकी प्रोफ़ाइल फ़ोटो › Payments &amp; subscriptions › Subscriptions › LoanAdmin › Cancel subscription।</li><li>वेब: सेटिंग्स › सदस्यता › सदस्यता प्रबंधित करें।</li></ul>
स्टोर आपकी पहुँच उस अवधि के अंत तक बनाए रखते हैं जिसका भुगतान आप कर चुके हैं।
<h2 class="help-article-h2">loyalty उपयोगकर्ता (पुरानी एक-बार की खरीद)</h2>
अगर आपने पहले कभी LoanAdmin एक-बार के भुगतान से खरीदा था, तो आपके पास जो था वह बना रहता है, बिना विज्ञापन और बिना भुगतान के। नई सुविधाएँ (जैसे पूंजी, टीम या WhatsApp रिमाइंडर) ऐसे खातों में नहीं जोड़ी जातीं। अगर आप उन्हें चाहते हैं, तो कोई भी प्लान ले सकते हैं: जब तक आपकी सदस्यता सक्रिय है, आपको उस प्लान की हर सुविधा मिलती है।
यह भी देखें: <a href="/help/articles/subscription" class="help-article-link">सदस्यता और बिलिंग</a>।

<h1 class="help-article-h1">Planos e teste grátis</h1>
O LoanAdmin tem um teste grátis de 60 dias e três planos pagos: Essential, Professional e Business. Não existe plano grátis para sempre e nenhum plano tem anúncios.
<h2 class="help-article-h2">O teste de 60 dias</h2>
<ul class="help-article-ul"><li>Ao criar sua conta, você tem 60 dias com tudo do Business: clientes e empréstimos ilimitados, Capital, relatórios, acesso web, lembretes pelo WhatsApp e mais.</li><li>Exceção: Equipe. Convidar membros exige o Business pago. Durante o teste, ao abrir Equipe você verá um vídeo e a opção de assinar.</li><li>Se você escolher um plano antes de o teste acabar, a cobrança é feita nesse dia e o teste grátis termina.</li></ul>
<h2 class="help-article-h2">Quando o teste termina</h2>
Para continuar usando o LoanAdmin, você precisa de um plano. Ao abrir o app, verá uma tela com estas opções:
<ul class="help-article-ul"><li>Ver planos e assinar.</li><li>Solicitar meus dados: enviamos por e-mail uma cópia dos seus dados.</li><li>Excluir minha conta.</li></ul>
<h2 class="help-article-h2">O que cada plano inclui</h2>
Essential
<ul class="help-article-ul"><li>Empréstimos e clientes ilimitados.</li><li>1 backup na nuvem.</li><li>Até 2 dispositivos.</li><li>3 anos de histórico.</li><li>1 documento por empréstimo (até 8 MB).</li><li>Relatórios básicos.</li><li>Até 2 moedas.</li><li>Lembretes de cobrança pelo WhatsApp.</li><li>Suporte com resposta em 48-60 h.</li></ul>
Professional (tudo do Essential, mais)
<ul class="help-article-ul"><li>Capital (livro-caixa).</li><li>Relatórios avançados no app.</li><li>Até 3 backups na nuvem.</li><li>Até 5 dispositivos.</li><li>4 anos de histórico.</li><li>5 documentos por empréstimo (até 15 MB cada).</li><li>Até 3 moedas.</li></ul>
Business (tudo do Professional, mais)
<ul class="help-article-ul"><li>Equipe: 5 vagas internas e 5 de cobrador, com funções, atribuição de clientes, orçamentos e localização ao cobrar.</li><li>Acesso web em loanadmin.app: Painel, relatórios web avançados e exportação para Excel.</li><li>Até 15 backups na nuvem.</li><li>Até 10 dispositivos.</li><li>Histórico ilimitado.</li><li>10 documentos por empréstimo (até 15 MB cada).</li><li>Até 5 moedas.</li><li>Suporte completo com resposta em 24 h.</li></ul>
<h2 class="help-article-h2">Preços</h2>
Cada plano pode ser pago mensal ou anualmente. O preço depende do seu país e você o vê no app ou na loja (App Store ou Google Play) antes de pagar.
<h2 class="help-article-h2">Como assinar</h2>
<ul class="help-article-ul"><li>No celular: Ajustes › Assinatura (ou toque no plano ao lado do seu nome no menu ☰). Escolha o plano e o período e pague com sua conta da App Store ou do Google Play. Se você trocou de celular, use Restaurar Compras.</li><li>Na web: Configurações › Assinatura.</li></ul>
<h2 class="help-article-h2">Como cancelar</h2>
Cancele no mesmo lugar onde você assinou. Apagar o app não cancela a assinatura.
<ul class="help-article-ul"><li>iPhone: app Ajustes do iPhone › seu nome › Assinaturas › LoanAdmin › Cancelar assinatura.</li><li>Android: app Google Play › sua foto de perfil › Pagamentos e assinaturas › Assinaturas › LoanAdmin › Cancelar assinatura.</li><li>Web: Configurações › Assinatura › Gerenciar assinatura.</li></ul>
As lojas mantêm o seu acesso até o fim do período que você já pagou.
<h2 class="help-article-h2">Usuários loyalty (pagamento único antigo)</h2>
Se você comprou o LoanAdmin com um pagamento único no passado, mantém o que já tinha, sem anúncios e sem pagar. As funções novas (por exemplo Capital, Equipe ou os lembretes pelo WhatsApp) não são adicionadas a essas contas. Se quiser, você pode assinar qualquer plano: enquanto tiver uma assinatura ativa, recebe tudo desse plano.
Veja também <a href="/help/articles/subscription" class="help-article-link">Assinatura e cobrança</a>.

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.

Plans and free trial

The 60-day trial

When the trial ends

What each plan includes

Prices

How to subscribe

How to cancel

Loyalty users (old one-time purchase)

Related articles

Settings

Your profile

Subscription and billing