The Payments Overview dashboard displays every payment entered into the system on a given day. It makes it easier to reconcile your actual takings with what has been recorded in OfficeRnD. Only payments with the status "Success" are included. We exclude payments with the status Pending, Failed, or Refund.
Before you start
Dashboard overview
The four widgets at the top of the dashboard display:
The total amount collected from successful payments
The number of successful payments
The number of failed payments
The total payment amount for each payment method used in your organization
Monthly successful payments split by payment method
This chart provides a monthly overview of the total payment amounts, split by payment method.
Top 20 customers split by total payment amount
This chart shows your organization's top 20 customers, ranked by the total amount of their successful payments during the selected time period.
Want to see more than 20 customers? Download the chart's data and select Advanced data options > Results > As displayed in the data table:
Successful payments details
This table provides a comprehensive overview of all successful payment transactions in the chosen time period. Payments associated with overpayments and credit notes are always negative values as they indicate refunds.