The dashboard shows how many payment requests were sent in the last 30 days, how much was collected and which customers you viewed recently.
Parts
| Part | What you see |
|---|---|
| Payment requests from the last 30 days | Bar chart per day. Each color is a type of message: Emails, SMS messages, Letters and Payment requests. Move your mouse over a bar to see the numbers per type. |
| Amount collected | Tiles Today, Yesterday, This month, Last month and This year. Each tile shows the total and the split Via payment link (paid on the payment page) and Via client (payment passed on by your organisation, for example through an integration or by hand). |
| Recently visited customers | The customers you opened last, with initials, name and customer number. Click to open the customer page. |
| Search customer | Opens the search window. |
Good to know
- The figures apply to the client you are working in. In a test environment you see test data.
- For figures per period, channel or status, use a report. See Creating a report.