Financials
The Payments Dashboard
The Outlaw Payments dashboard, where you watch electronic payments move. The payouts to your bank, the individual transactions, your monthly statements, and any disputes, the summary figures at the top, the date range, and who can open the page.
The Payments Dashboard is your window into Outlaw Payments, the money your clients pay you electronically by card or bank transfer. When a client pays an invoice online, the funds travel through the payment system, settle, and land in your bank account a day or two later. This page is where you watch that happen and catch anything that goes wrong along the way. It is the answer to the everyday question, the client says they paid, so where is my money?
The Summary
A strip of figures across the top gives you the state of your payments at a glance: the balance waiting to be paid out to you, the payments taken and the payouts sent over the period you are viewing, the fees charged for processing them, and how many disputes are open. It even estimates when your next payout will reach your bank. You can hide the summary if you would rather go straight to the detail, and Outlaw remembers the choice.
A date range control sets the window for everything on the page; it opens on the current month and you can move it to whatever period you need to examine.
The Four Sections
- Payouts are the transfers of your settled money from the payment system into your firm’s bank account, with the date, amount, and status of each. If a payout fails, this is where you see it and can retry it once funds are available, so a hiccup at the bank does not quietly strand your money.
- Transactions is the list of individual electronic payments your clients have made, each with its amount, method, and status, so you can confirm a specific payment came through.
- Statements are your periodic account statements from the payment system, summarizing the activity and the fees for each period, the documents you keep for your books.
- Disputes tracks any chargebacks, a client’s bank questioning a payment, so you learn about them early and can respond rather than being surprised by a reversal.
For taking a payment in the first place, and how payments tie back to invoices and the trust accounting, see Creating and Sending Invoices and The Transactions Ledger.