> ## Documentation Index
> Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.
# Use the Payments overview dashboard
> Read revenue totals, accounts receivable, past-due amounts, and customizable charts on the Payments overview page.
## What you will accomplish
You will open the [Payments overview](https://www.carstoragesoftware.com/dashboard/payments) page, read the three summary numbers at the top, change the date range when you need a different time period, and use the **Insights** charts to answer questions such as “How much did we collect this month?” and “Who still owes us money?”
This guide is for **owners, managers, and billing staff** who want a quick picture of facility income—not for creating a single invoice (use [Create an invoice](/docs/payments/create-an-invoice) for that).
## When to use the overview page
* You want a morning check-in on collected revenue, open invoices, and past-due balances.
* A manager asks for numbers for “this month,” “last 30 days,” or a custom date range.
* You need charts that show revenue mix, collection speed, or customer billing trends.
* You are deciding whether to jump to **Invoices**, **Quotes**, **Recurring**, or **Products & Services** next.
**Overview vs other Payments pages**
The overview page shows **totals and trends**. To change one customer's bill, open [Payments > Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices). To edit pricing items, open [Products & Services](https://www.carstoragesoftware.com/dashboard/payments/products).
## Before you start
* Your facility has finished [Connect payment processing](/docs/settings/connect-payment-processing) so the overview can load real numbers.
* Your staff account can open **Payments** in the dashboard sidebar.
* Use a desktop or laptop with a wide screen for charts. Phones show the summary cards but may hide the large revenue chart.
When payment processing is not set up yet, clicking **Payments** may open [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) instead of the overview. An owner or admin should finish payment setup first. See [Payments overview](/docs/payments/overview).
## Open the Payments overview
Sign in to your dashboard. In the left sidebar, click **Payments**.
You can also go directly to [Payments overview](https://www.carstoragesoftware.com/dashboard/payments).
**Expected result:** The page title at the top says **Payments Overview**. Below it you see a date range label such as **Last 30 days**.
The three summary cards may show dashes or **Loading…** for a few seconds the first time you open the page.
**Why this matters:** The page pulls live totals from your payment account. Acting on half-loaded numbers can cause confusion.
**Expected result:** **Collected Revenue**, **Accounts Receivable**, and **Past Due** show dollar amounts—not loading text.
*The three cards at the top answer the most common billing questions in seconds.*
## Read the three summary cards
Each card answers a different question. Read them together—not just one in isolation.
**Collected Revenue** — Money your facility actually received during the date range you selected (for example card payments and bank transfers that cleared).
**Accounts Receivable** — Money customers still owe on **open** invoices right now. The small text under the dollar amount shows how many open invoices make up that total.
**Past Due** — Part of accounts receivable that is **overdue** based on each invoice's due date. When this number is above zero, the card is highlighted so your team notices follow-up work.
**Collected vs still owed**
**Collected Revenue** looks backward at money that already arrived. **Accounts Receivable** and **Past Due** look at what customers still owe today—even if some of those invoices were created outside the date range you picked for the chart.
## Change the date range
The date range controls **Collected Revenue** and the main chart. It does not erase open invoices from **Accounts Receivable**—that card always reflects what customers owe right now.
Near the top-right of the page, click **7d**, **14d**, or **30d** for a fast look at the last week, two weeks, or month.
**Expected result:** The subtitle under **Payments Overview** updates (for example **Last 7 days**). The **Collected Revenue** card and chart refresh.
Click the **⋯** (three dots) button next to the quick buttons.
**Expected result:** A panel opens with presets such as **This month**, **This year**, calendar quarters (**Q1**–**Q4**), and **Custom range** start/end dates.
Click a preset, or choose **Start** and **End** dates and click **Apply**.
**Why this matters:** Owners often ask for “this quarter” or a specific month. Presets save time compared with counting days by hand.
**Expected result:** The subtitle shows your chosen range. Totals and the chart update to match.
*Click **⋯** next to **7d**, **14d**, and **30d** when you need this month, a calendar quarter, or exact dates.*
## Read the revenue chart
On a wide screen, a line chart appears below the summary cards. It helps you spot trends—not replace your accounting system.
Scroll slightly below the three summary cards if needed.
**Expected result:** You see a line chart with dates along the bottom and dollar amounts up the side.
* **Revenue** (solid line) — Collected income for each day or bucket in your date range.
* **Accounts Receivable** (dashed line) — How much was still owed over time.
* **Past Due** (dotted line) — Overdue portion over time.
**Why this matters:** A jump in **Past Due** while **Revenue** stays flat is a signal to follow up on [Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices)—not a sign that collections improved.
Move your pointer over a point on the chart to see precise dollar values for that day or period.
**Expected result:** A small tooltip shows the label and amount for each line.
*The chart uses the same date range as **Collected Revenue**. Change the range at the top when you need a different window.*
**Chart says No revenue in this period?**
That message is normal for a brand-new facility or a quiet week. Create and collect invoices, then return to the overview after payments clear. For individual bills, use [Create an invoice](/docs/payments/create-an-invoice).
## Approve vehicle billing updates
The **Vehicle billing updates** panel sits at the top of the Payments overview by default. It lists recurring billing changes from car dropoffs and pickups that need a decision, such as adding a car to a line item or removing a car that left. Pick a line item if needed, then click **Approve** or **Dismiss**. Open the **Recent** tab to review past changes.
See [Automate billing updates on dropoff and pickup](/docs/payments/automate-billing-updates-on-dropoff-and-pickup) to choose what happens on dropoff and pickup.
## Jump to daily work with quick navigation cards
Below the chart you will see four large cards:
* **Invoices** — Create and track customer and vendor bills.
* **Quotes** — Send pricing for customer approval.
* **Recurring** — Manage monthly storage and memberships.
* **Products & Services** — Edit reusable line items.
*Use these cards when you already know which Payments page you need next.*
Click a card to open that page. You can also use the **Payments** submenu in the sidebar anytime.
## Customize Insights charts
Scroll to the bottom of the overview page to find the **Insights** section. Here you can add charts that matter to your role—such as revenue by product, aging receivables, or customer movement.
On [Payments overview](https://www.carstoragesoftware.com/dashboard/payments), scroll past the quick navigation cards until you see **Insights**.
**Expected result:** You see one or more chart panels—or an empty area ready for charts.
Click **Edit charts** in the Insights section header.
**Why this matters:** Edit mode lets you add, remove, resize, and rearrange charts without changing customer invoices.
**Expected result:** The page shows chart placeholders, an **Add chart** (or similar) control, and save/cancel choices.
Click **Add panel** to pick a chart (for example revenue mix, collection speed, or vendor totals). Drag panels to rearrange them. Use the **X** on a panel to remove charts you do not need.
**Expected result:** Your layout shows only the metrics your team actually uses.
Click **Save** (or **Done**) when the layout looks right.
**Expected result:** Insights returns to normal view with your chosen charts. Your layout is remembered for the next time you sign in.
*Use **Edit charts**, then **Add panel**, to build a billing dashboard that matches how your facility thinks about revenue. Click **Save** when you are done.*
**Team default vs your personal layout**
Team admins can set a default Insights layout for new staff. Your personal changes usually apply only to your account unless your facility uses a shared team layout. If charts look different between teammates, ask an admin who manages dashboard layouts.
## Common mistakes to avoid
* Do not confuse **Collected Revenue** with **Accounts Receivable**—one is money received; the other is money still owed.
* Do not panic when **Past Due** is red—open [Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices) and follow up using [Send and collect customer payments](/docs/payments/send-and-collect-customer-payments).
* Do not expect the chart on a phone—use a computer for the full trend view.
* Do not edit invoices from the overview page—use the **Invoices** card or sidebar link instead.
## Troubleshooting
**Numbers stay on Loading…**
Refresh the page once. If totals still do not appear, check [Settings > Billing](https://www.carstoragesoftware.com/dashboard/settings/billing) for account warnings, then ask an admin to review payment setup.
**Stripe account needs attention banner**
A yellow banner may appear when payouts or verification need attention. Payments can still be collected. Click **Review** to open billing settings and finish any required steps.
**I need a spreadsheet of every invoice**
Open [Payments > Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices) and click **Report** in the top-right area for a detailed invoice list you can export. See [Payments overview](/docs/payments/overview) for how invoices fit into daily work.
## What success looks like
* You can open [Payments overview](https://www.carstoragesoftware.com/dashboard/payments) and explain all three summary cards to a teammate.
* You can switch the date range to answer a manager's question without opening each invoice.
* Your **Insights** section shows charts your facility actually uses—not an empty page you ignore.
* When **Past Due** rises, your team knows to open [Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices) next.
## What to do next
* Bill a customer today → [Create an invoice](/docs/payments/create-an-invoice)
* Follow up on unpaid bills → [Send and collect customer payments](/docs/payments/send-and-collect-customer-payments)
* Set up monthly storage charges → [Manage recurring billing](/docs/payments/manage-recurring-billing)
* Update plans when cars arrive or leave → [Automate billing updates on dropoff and pickup](/docs/payments/automate-billing-updates-on-dropoff-and-pickup)
* A customer said yes to a quote → [When a customer accepts a quote](/docs/payments/when-a-customer-accepts-a-quote)
* Return to the big picture → [Payments overview](/docs/payments/overview)
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