Understand the Payments overview

Who can do this: Business owners and admins
Where to find it: Payments › Overview

The Overview tab shows status tiles for your estimates, invoices and payments.

Steps

1. Go to Payments › Overview.

2. Check the tiles: Draft, Due, Received, Overdue, Sent, Accepted, Declined and Invoiced. Each shows a count and amount.
3. Select View on a tile to see those items.

Result

You can see what is due, overdue and received at a glance.