<h1 class="help-article-h1">Payment reminders on WhatsApp</h1>
<p class="help-article-p">Every day LoanAdmin prepares the list of clients you should remind about their payment, with the message already written. <strong>You send it from your own WhatsApp</strong>, one by one.</p>
<blockquote class="help-article-quote"><strong>Important:</strong> LoanAdmin <strong>does not send messages on its own</strong> and has no automatic WhatsApp integration. WhatsApp&#39;s (Meta&#39;s) rules don&#39;t allow automating debt-collection or person-to-person lending messages, so you send every message yourself, from your own number.</blockquote>
<blockquote class="help-article-quote"><strong>Plan:</strong> available on all paid plans (Essential, Professional and Business) and during the free trial. Loyalty users (old one-time purchase) don&#39;t have it.</blockquote>
<h2 class="help-article-h2">The &quot;Today&#39;s reminders&quot; card</h2>
<p class="help-article-p">When you have payments to remind, <strong>Home</strong> shows the <strong>Today&#39;s reminders</strong> card. It shows how many are overdue, due today and due tomorrow, and how many you&#39;ve sent today. Tap it to open the list.</p>
<h2 class="help-article-h2">The list: Payments › Reminders</h2>
<p class="help-article-p">Open <strong>Payments</strong> and tap the <strong>Reminders</strong> tab. You&#39;ll see three groups:</p>
<ul class="help-article-ul"><li><strong>Overdue</strong></li><li><strong>Due today</strong></li><li><strong>Due tomorrow</strong></li></ul>
<p class="help-article-p">Each client has a short message ready, for example: &quot;Hello Ana, this is a friendly reminder that your payment of $500 is due today. Reply here with any questions. Thank you!&quot;. The text changes depending on whether the payment is overdue, due today or due tomorrow.</p>
<p class="help-article-p">If a client shows <strong>No phone saved</strong>, tap <strong>Add</strong> to fill in their number.</p>
<h2 class="help-article-h2">Send one by one</h2>
<ol class="help-article-ol"><li>Tap <strong>Send</strong> next to the client.</li><li>WhatsApp opens with the message written for that client.</li><li>Press <strong>Send</strong> inside WhatsApp.</li><li>Go back to LoanAdmin. The app asks whether you sent it:</li></ol>
<ul class="help-article-ul"><li><strong>Yes · next:</strong> marks it as sent and prepares the next client.</li><li><strong>Yes, finish:</strong> marks it as sent and closes.</li><li><strong>I didn&#39;t send it:</strong> closes without marking it.</li></ul>
<p class="help-article-p">Clients marked as sent don&#39;t come up again that day.</p>
<h2 class="help-article-h2">Send in a row</h2>
<p class="help-article-p">Tap <strong>Send in a row</strong> to go client by client without returning to the list: after each send, the app shows you the next client&#39;s message (you can edit it) with the button to open WhatsApp.</p>
<h2 class="help-article-h2">Remind a single client</h2>
<p class="help-article-p">From the collections list you can also tap a payment and choose <strong>Payment reminder (WhatsApp)</strong>. That message is more complete (it includes the up-to-date balance), you can edit it before sending, and it ends with the signature &quot;Sent with LoanAdmin&quot;, which you can turn off.</p>
<h2 class="help-article-h2">On the web</h2>
<p class="help-article-p">On the web (loanadmin.app, Business plan) the same list is in <strong>Payments</strong> › <strong>Reminders</strong>. You can open the messages with the desktop <strong>WhatsApp app</strong> or with <strong>WhatsApp Web</strong> (one tab per client). There too, you press Send: LoanAdmin sends nothing.</p>
<h2 class="help-article-h2">Good to know</h2>
<ul class="help-article-ul"><li>Messages go out from <strong>your</strong> WhatsApp number; the client replies to you.</li><li>There are no scheduled or automatic sends, not by WhatsApp, SMS or email.</li><li>The Reminders tab isn&#39;t available to team members.</li><li>Check your country&#39;s rules about debt-collection messages.</li></ul>

<h1 class="help-article-h1">Recordatorios de cobro por WhatsApp</h1>
<p class="help-article-p">LoanAdmin te prepara cada día la lista de clientes a quienes conviene recordarles su pago, con el mensaje ya escrito. <strong>Tú lo envías desde tu propio WhatsApp</strong>, uno por uno.</p>
<blockquote class="help-article-quote"><strong>Importante:</strong> LoanAdmin <strong>no envía mensajes por su cuenta</strong> y no tiene una integración automática con WhatsApp. Las reglas de WhatsApp (Meta) no permiten automatizar mensajes de cobranza ni de préstamos entre personas, así que cada mensaje lo envías tú, desde tu número.</blockquote>
<blockquote class="help-article-quote"><strong>Plan:</strong> disponible en todos los planes pagos (Essential, Professional y Business) y durante la prueba gratis. Los usuarios loyalty (pago único antiguo) no lo tienen.</blockquote>
<h2 class="help-article-h2">La tarjeta &quot;Recordatorios de hoy&quot;</h2>
<p class="help-article-p">En <strong>Inicio</strong> aparece la tarjeta <strong>Recordatorios de hoy</strong> cuando tienes cobros para recordar. Muestra cuántos están atrasados, cuántos vencen hoy y cuántos vencen mañana, y cuántos llevas enviados hoy. Tócala para ir a la lista.</p>
<h2 class="help-article-h2">La lista: Pagos › Recordatorios</h2>
<p class="help-article-p">Abre <strong>Pagos</strong> y toca la pestaña <strong>Recordatorios</strong>. Verás tres grupos:</p>
<ul class="help-article-ul"><li><strong>Atrasados</strong></li><li><strong>Vencen hoy</strong></li><li><strong>Vencen mañana</strong></li></ul>
<p class="help-article-p">Cada cliente tiene su mensaje corto listo, por ejemplo: &quot;Hola Ana, le recuerdo que su pago de $500 vence hoy. Cualquier consulta respóndame por aquí. ¡Gracias!&quot;. El texto cambia según si el pago está atrasado, vence hoy o vence mañana.</p>
<p class="help-article-p">Si un cliente aparece con <strong>Sin teléfono guardado</strong>, toca <strong>Agregar</strong> para completar su número.</p>
<h2 class="help-article-h2">Enviar uno por uno</h2>
<ol class="help-article-ol"><li>Toca <strong>Enviar</strong> junto al cliente.</li><li>Se abre WhatsApp con el mensaje escrito para ese cliente.</li><li>Presiona <strong>Enviar</strong> dentro de WhatsApp.</li><li>Vuelve a LoanAdmin. La app te pregunta si lo enviaste:</li></ol>
<ul class="help-article-ul"><li><strong>Sí · siguiente:</strong> lo marca como enviado y te prepara el siguiente cliente.</li><li><strong>Sí, terminar:</strong> lo marca como enviado y cierra.</li><li><strong>No lo envié:</strong> cierra sin marcarlo.</li></ul>
<p class="help-article-p">Los marcados como enviados no se te repiten ese día.</p>
<h2 class="help-article-h2">Enviar en serie</h2>
<p class="help-article-p">Toca <strong>Enviar en serie</strong> para ir cliente por cliente sin volver a la lista: después de cada envío, la app te muestra el mensaje del siguiente (puedes editarlo) con el botón para abrir WhatsApp.</p>
<h2 class="help-article-h2">Recordar a un solo cliente</h2>
<p class="help-article-p">Desde la lista de cobros también puedes tocar un pago y elegir <strong>Recordar pago (WhatsApp)</strong>. Ese mensaje es más completo (incluye el balance al día), lo puedes editar antes de enviarlo y lleva al pie la firma &quot;Enviado con LoanAdmin&quot;, que puedes quitar.</p>
<h2 class="help-article-h2">En la web</h2>
<p class="help-article-p">En la web (loanadmin.app, plan Business) la misma lista está en <strong>Pagos</strong> › <strong>Recordatorios</strong>. Puedes abrir los mensajes con la <strong>App de WhatsApp</strong> de escritorio o con <strong>WhatsApp Web</strong> (una pestaña por cliente). También ahí tú presionas Enviar: LoanAdmin no envía nada.</p>
<h2 class="help-article-h2">Para tener en cuenta</h2>
<ul class="help-article-ul"><li>Los mensajes salen de <strong>tu</strong> número de WhatsApp; el cliente te responde a ti.</li><li>No hay envíos programados ni automáticos, ni por WhatsApp ni por SMS o correo.</li><li>La pestaña Recordatorios no está disponible para los colaboradores.</li><li>Revisa las reglas de tu país sobre mensajes de cobranza.</li></ul>

<h1 class="help-article-h1">Rappels de paiement par WhatsApp</h1>
<p class="help-article-p">Chaque jour, LoanAdmin prépare la liste des clients à qui rappeler leur paiement, avec le message déjà rédigé. <strong>Vous l&#39;envoyez depuis votre propre WhatsApp</strong>, un par un.</p>
<blockquote class="help-article-quote"><strong>Important :</strong> LoanAdmin <strong>n&#39;envoie aucun message de lui-même</strong> et n&#39;a pas d&#39;intégration automatique avec WhatsApp. Les règles de WhatsApp (Meta) n&#39;autorisent pas l&#39;automatisation des messages de recouvrement ni de prêt entre particuliers : c&#39;est donc vous qui envoyez chaque message, depuis votre numéro.</blockquote>
<blockquote class="help-article-quote"><strong>Forfait :</strong> disponible dans tous les forfaits payants (Essential, Professional et Business) et pendant l&#39;essai gratuit. Les utilisateurs loyalty (ancien achat unique) ne l&#39;ont pas.</blockquote>
<h2 class="help-article-h2">La carte « Rappels du jour »</h2>
<p class="help-article-p">Quand vous avez des paiements à rappeler, l&#39;<strong>Accueil</strong> affiche la carte <strong>Rappels du jour</strong>. Elle indique combien sont en retard, dus aujourd&#39;hui et dus demain, et combien vous en avez déjà envoyé aujourd&#39;hui. Touchez-la pour ouvrir la liste.</p>
<h2 class="help-article-h2">La liste : Paiements › Rappels</h2>
<p class="help-article-p">Ouvrez <strong>Paiements</strong> et touchez l&#39;onglet <strong>Rappels</strong>. Vous verrez trois groupes :</p>
<ul class="help-article-ul"><li><strong>En retard</strong></li><li><strong>Dus aujourd&#39;hui</strong></li><li><strong>Dus demain</strong></li></ul>
<p class="help-article-p">Chaque client a un message court prêt. Le texte change selon que le paiement est en retard, dû aujourd&#39;hui ou dû demain.</p>
<p class="help-article-p">Si un client affiche <strong>Aucun téléphone enregistré</strong>, touchez <strong>Ajouter</strong> pour compléter son numéro.</p>
<h2 class="help-article-h2">Envoyer un par un</h2>
<ol class="help-article-ol"><li>Touchez <strong>Envoyer</strong> à côté du client.</li><li>WhatsApp s&#39;ouvre avec le message rédigé pour ce client.</li><li>Appuyez sur <strong>Envoyer</strong> dans WhatsApp.</li><li>Revenez dans LoanAdmin. L&#39;app vous demande si vous l&#39;avez envoyé :</li></ol>
<ul class="help-article-ul"><li><strong>Oui · suivant :</strong> le marque comme envoyé et prépare le client suivant.</li><li><strong>Oui, terminer :</strong> le marque comme envoyé et ferme.</li><li><strong>Je ne l&#39;ai pas envoyé :</strong> ferme sans le marquer.</li></ul>
<p class="help-article-p">Les clients marqués comme envoyés ne réapparaissent pas ce jour-là.</p>
<h2 class="help-article-h2">Envoyer à la suite</h2>
<p class="help-article-p">Touchez <strong>Envoyer à la suite</strong> pour passer d&#39;un client à l&#39;autre sans revenir à la liste : après chaque envoi, l&#39;app vous montre le message du client suivant (vous pouvez le modifier) avec le bouton pour ouvrir WhatsApp.</p>
<h2 class="help-article-h2">Rappeler un seul client</h2>
<p class="help-article-p">Depuis la liste des encaissements, vous pouvez aussi toucher un paiement et choisir <strong>Rappel de paiement (WhatsApp)</strong>. Ce message est plus complet (il inclut le solde à jour), vous pouvez le modifier avant de l&#39;envoyer et il se termine par la signature « Envoyé avec LoanAdmin », que vous pouvez désactiver.</p>
<h2 class="help-article-h2">Sur le web</h2>
<p class="help-article-p">Sur le web (loanadmin.app, forfait Business), la même liste se trouve dans <strong>Paiements</strong> › <strong>Rappels</strong>. Vous pouvez ouvrir les messages avec l&#39;<strong>Application WhatsApp</strong> pour ordinateur ou avec <strong>WhatsApp Web</strong> (un onglet par client). Là aussi, c&#39;est vous qui appuyez sur Envoyer : LoanAdmin n&#39;envoie rien.</p>
<h2 class="help-article-h2">Bon à savoir</h2>
<ul class="help-article-ul"><li>Les messages partent de <strong>votre</strong> numéro WhatsApp ; le client vous répond directement.</li><li>Il n&#39;y a aucun envoi programmé ni automatique, ni par WhatsApp, ni par SMS ou e-mail.</li><li>L&#39;onglet Rappels n&#39;est pas disponible pour les membres d&#39;une équipe.</li><li>Vérifiez les règles de votre pays sur les messages de recouvrement.</li></ul>

<h1 class="help-article-h1">WhatsApp पर भुगतान रिमाइंडर</h1>
<p class="help-article-p">LoanAdmin हर दिन उन ग्राहकों की सूची तैयार करता है जिन्हें भुगतान याद दिलाना चाहिए, संदेश पहले से लिखा हुआ। <strong>आप इसे अपने खुद के WhatsApp से भेजते हैं</strong>, एक-एक करके।</p>
<blockquote class="help-article-quote"><strong>ज़रूरी:</strong> LoanAdmin <strong>अपने-आप कोई संदेश नहीं भेजता</strong> और WhatsApp के साथ इसका कोई स्वचालित एकीकरण नहीं है। WhatsApp (Meta) के नियम वसूली या व्यक्तियों के बीच ऋण से जुड़े संदेशों को स्वचालित करने की अनुमति नहीं देते, इसलिए हर संदेश आप खुद अपने नंबर से भेजते हैं।</blockquote>
<blockquote class="help-article-quote"><strong>प्लान:</strong> सभी भुगतान वाले प्लान (Essential, Professional और Business) में और मुफ़्त ट्रायल के दौरान उपलब्ध। loyalty उपयोगकर्ताओं (पुरानी एक-बार की खरीद) के पास यह नहीं है।</blockquote>
<h2 class="help-article-h2">&quot;आज के रिमाइंडर&quot; कार्ड</h2>
<p class="help-article-p">जब याद दिलाने के लिए भुगतान होते हैं, तो <strong>होम</strong> पर <strong>आज के रिमाइंडर</strong> कार्ड दिखता है। यह बताता है कि कितने विलंबित हैं, कितने आज देय हैं, कितने कल देय हैं, और आज आप कितने भेज चुके हैं। सूची खोलने के लिए इस पर टैप करें।</p>
<h2 class="help-article-h2">सूची: भुगतान › रिमाइंडर</h2>
<p class="help-article-p"><strong>भुगतान</strong> खोलें और <strong>रिमाइंडर</strong> टैब पर टैप करें। आपको तीन समूह दिखेंगे:</p>
<ul class="help-article-ul"><li><strong>विलंबित</strong></li><li><strong>आज देय</strong></li><li><strong>कल देय</strong></li></ul>
<p class="help-article-p">हर ग्राहक के लिए एक छोटा संदेश तैयार होता है। संदेश इस पर निर्भर करता है कि भुगतान विलंबित है, आज देय है या कल देय है।</p>
<p class="help-article-p">अगर किसी ग्राहक के साथ <strong>कोई फ़ोन सहेजा नहीं</strong> दिखे, तो उसका नंबर भरने के लिए <strong>जोड़ें</strong> पर टैप करें।</p>
<h2 class="help-article-h2">एक-एक करके भेजें</h2>
<ol class="help-article-ol"><li>ग्राहक के पास <strong>भेजें</strong> पर टैप करें।</li><li>उस ग्राहक के लिए लिखे संदेश के साथ WhatsApp खुलता है।</li><li>WhatsApp के अंदर <strong>भेजें</strong> दबाएँ।</li><li>LoanAdmin पर वापस आएँ। ऐप पूछता है कि आपने भेजा या नहीं:</li></ol>
<ul class="help-article-ul"><li><strong>हाँ · अगला:</strong> इसे भेजा हुआ मानता है और अगला ग्राहक तैयार करता है।</li><li><strong>हाँ, समाप्त करें:</strong> इसे भेजा हुआ मानता है और बंद करता है।</li><li><strong>मैंने नहीं भेजा:</strong> बिना निशान लगाए बंद करता है।</li></ul>
<p class="help-article-p">भेजे हुए चिह्नित ग्राहक उस दिन दोबारा नहीं आते।</p>
<h2 class="help-article-h2">एक-एक कर भेजें (क्रम से)</h2>
<p class="help-article-p">सूची पर लौटे बिना एक ग्राहक से अगले पर जाने के लिए <strong>एक-एक कर भेजें</strong> पर टैप करें: हर बार भेजने के बाद ऐप अगले ग्राहक का संदेश (जिसे आप बदल सकते हैं) WhatsApp खोलने वाले बटन के साथ दिखाता है।</p>
<h2 class="help-article-h2">सिर्फ़ एक ग्राहक को याद दिलाएँ</h2>
<p class="help-article-p">वसूली की सूची में किसी भुगतान पर टैप करके <strong>भुगतान अनुस्मारक (WhatsApp)</strong> भी चुन सकते हैं। यह संदेश ज़्यादा विस्तृत होता है (इसमें अद्यतन शेष राशि होती है), भेजने से पहले आप इसे बदल सकते हैं, और इसके अंत में &quot;LoanAdmin से भेजा गया&quot; हस्ताक्षर होता है, जिसे आप बंद कर सकते हैं।</p>
<h2 class="help-article-h2">वेब पर</h2>
<p class="help-article-p">वेब पर (loanadmin.app, Business प्लान) यही सूची <strong>भुगतान</strong> › <strong>अनुस्मारक</strong> में है। आप संदेशों को कंप्यूटर के <strong>WhatsApp ऐप</strong> से या <strong>WhatsApp Web</strong> से (हर ग्राहक के लिए एक टैब) खोल सकते हैं। वहाँ भी भेजें आप ही दबाते हैं: LoanAdmin कुछ नहीं भेजता।</p>
<h2 class="help-article-h2">ध्यान रखें</h2>
<ul class="help-article-ul"><li>संदेश <strong>आपके</strong> WhatsApp नंबर से जाते हैं; ग्राहक आपको ही जवाब देता है।</li><li>कोई निर्धारित या स्वचालित भेजना नहीं है, न WhatsApp से, न SMS या ईमेल से।</li><li>रिमाइंडर टैब टीम के सदस्यों के लिए उपलब्ध नहीं है।</li><li>वसूली संदेशों के बारे में अपने देश के नियम जाँच लें।</li></ul>

<h1 class="help-article-h1">Lembretes de cobrança pelo WhatsApp</h1>
<p class="help-article-p">Todos os dias o LoanAdmin prepara a lista de clientes que você deve lembrar do pagamento, com a mensagem já escrita. <strong>Você envia pelo seu próprio WhatsApp</strong>, um por um.</p>
<blockquote class="help-article-quote"><strong>Importante:</strong> o LoanAdmin <strong>não envia mensagens sozinho</strong> e não tem integração automática com o WhatsApp. As regras do WhatsApp (Meta) não permitem automatizar mensagens de cobrança nem de empréstimos entre pessoas, então cada mensagem é enviada por você, do seu número.</blockquote>
<blockquote class="help-article-quote"><strong>Plano:</strong> disponível em todos os planos pagos (Essential, Professional e Business) e durante o teste grátis. Usuários loyalty (pagamento único antigo) não têm.</blockquote>
<h2 class="help-article-h2">O cartão &quot;Lembretes de hoje&quot;</h2>
<p class="help-article-p">Quando há cobranças para lembrar, o <strong>Início</strong> mostra o cartão <strong>Lembretes de hoje</strong>. Ele mostra quantos estão atrasados, quantos vencem hoje e quantos vencem amanhã, e quantos você já enviou hoje. Toque nele para abrir a lista.</p>
<h2 class="help-article-h2">A lista: Pagamentos › Lembretes</h2>
<p class="help-article-p">Abra <strong>Pagamentos</strong> e toque na aba <strong>Lembretes</strong>. Você verá três grupos:</p>
<ul class="help-article-ul"><li><strong>Atrasados</strong></li><li><strong>Vencem hoje</strong></li><li><strong>Vencem amanhã</strong></li></ul>
<p class="help-article-p">Cada cliente tem uma mensagem curta pronta. O texto muda conforme o pagamento esteja atrasado, vença hoje ou vença amanhã.</p>
<p class="help-article-p">Se um cliente aparecer com <strong>Sem telefone salvo</strong>, toque em <strong>Adicionar</strong> para completar o número.</p>
<h2 class="help-article-h2">Enviar um por um</h2>
<ol class="help-article-ol"><li>Toque em <strong>Enviar</strong> ao lado do cliente.</li><li>O WhatsApp abre com a mensagem escrita para esse cliente.</li><li>Toque em <strong>Enviar</strong> dentro do WhatsApp.</li><li>Volte ao LoanAdmin. O app pergunta se você enviou:</li></ol>
<ul class="help-article-ul"><li><strong>Sim · próximo:</strong> marca como enviado e prepara o próximo cliente.</li><li><strong>Sim, terminar:</strong> marca como enviado e fecha.</li><li><strong>Não enviei:</strong> fecha sem marcar.</li></ul>
<p class="help-article-p">Os marcados como enviados não se repetem naquele dia.</p>
<h2 class="help-article-h2">Enviar em sequência</h2>
<p class="help-article-p">Toque em <strong>Enviar em sequência</strong> para ir de cliente em cliente sem voltar à lista: depois de cada envio, o app mostra a mensagem do próximo (você pode editá-la) com o botão para abrir o WhatsApp.</p>
<h2 class="help-article-h2">Lembrar um único cliente</h2>
<p class="help-article-p">Na lista de cobranças você também pode tocar em um pagamento e escolher <strong>Lembrar pagamento (WhatsApp)</strong>. Essa mensagem é mais completa (inclui o saldo atualizado), você pode editá-la antes de enviar e ela termina com a assinatura &quot;Enviado com LoanAdmin&quot;, que você pode desativar.</p>
<h2 class="help-article-h2">Na web</h2>
<p class="help-article-p">Na web (loanadmin.app, plano Business) a mesma lista fica em <strong>Pagamentos</strong> › <strong>Lembretes</strong>. Você pode abrir as mensagens com o <strong>App do WhatsApp</strong> para computador ou com o <strong>WhatsApp Web</strong> (uma aba por cliente). Lá também é você quem toca em Enviar: o LoanAdmin não envia nada.</p>
<h2 class="help-article-h2">Bom saber</h2>
<ul class="help-article-ul"><li>As mensagens saem do <strong>seu</strong> número de WhatsApp; o cliente responde para você.</li><li>Não há envios programados nem automáticos, nem por WhatsApp, SMS ou e-mail.</li><li>A aba Lembretes não está disponível para membros de uma equipe.</li><li>Verifique as regras do seu país sobre mensagens de cobrança.</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 reminders on WhatsApp

The "Today's reminders" card

The list: Payments › Reminders

Send one by one

Send in a row

Remind a single client

On the web

Good to know

Related articles

Receiving a payment

Payment history

Sending receipts