Loans

Create, track, and manage loans end to end.

• Loans

  Creating a loan

  Pick the customer, loan type, rate and dates, review the summary and create the loan.

  5 min readRead
• Loans

  Loan list

  Active, Paid and Lost, customer rows, search by name and the list on the web.

  3 min readRead
• Loans

  Loan detail

  Header plus one card per loan — balance, schedule, mora. Actions live in the menu.

  4 min readRead
• Loans

  Amortization schedule

  Where to see a loan's amortization schedule and how to read each column.

  3 min readRead
• Loans

  Late fees (mora)

  How late fees are calculated, turning them on per loan, collecting them with Late Fee Payment, and automatic late fees.

  4 min readRead
• Loans

  Loan documents and photos

  Attach photos and PDFs to each loan: plan limits, viewing, deleting and Team.

  4 min readRead
• Loans

  Attaching photos

  Loan photos go in Loan Documents; customer photos go on the customer's record.

  2 min readRead
• Loans

  Lost or uncollectible loans

  Mark a loan as lost, what changes in your balances, the Lost Loans summary, and how to reactivate or permanently delete a lost loan.

  3 min readRead
• Loans

  Editing or deleting clients and loans, and the trash

  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).

  4 min readRead
• Loans

  Installments and interest: how LoanAdmin calculates them

  Monthly vs per-period rate, Fixed Interest vs Amortized vs Open-ended Note, receipt installment numbering, and why the balance differs from installments left.

  5 min readRead
• LoansComing soon

  Loan settings

  Choose how the rate is read, installment rounding, which loan types you see and the default late fee.

  4 min readRead
• Loans

  Open-ended Note

  A loan with no term: you charge each period's interest on the balance and extra payments reduce the principal.

  4 min readRead