The Payments overview is a live snapshot of your club's invoices, subscriptions, and cashflow — it's the page you land on when you open Payments.

Go to Organization management > Payments > Overview.

Today's insights, at the top, is always current — it ignores whatever period you pick below it. Payments report, underneath, is scoped entirely to the date range you choose in its filter.

Requires action — invoices that are past due or marked uncollectible right now, with the total amount outstanding. Click either row to jump to the matching filtered invoice list.

Est. payments coming 30 days — what you can expect to receive in the next 30 days from open invoices and subscription renewals, including anything already overdue or uncollectible.

Est. recurring revenue — your current monthly recurring revenue (MRR) from active subscriptions. The quarterly and annual figures are that number times 3 and 12 — a projection, not a separate forecast.

The filter above Payments report sets the date range for every widget below it:

Two widgets in this section are both titled Invoice status — the first shows a trend line, the second a breakdown donut. Both use the same five statuses: Paid, Open, Payment processing, Past due, Uncollectible.

Invoice status (trend) — the total value of invoices created (sent) in your date range, broken down by their current status, plotted over time.

Invoice status (breakdown) — the same invoices as a count and percentage split, so you can see at a glance what share is still open or past due.

Payments — how many invoices were paid in the period, and the total amount collected.

Refund ratio — refunded amount as a percentage of paid amount for the period.

New subscriptions — subscriptions started in the period.

Total net (excl. fees) — paid amount minus refunds for the period: your actual cash movement before transaction fees are deducted.

Subscriptions — all your subscriptions by status (active, pending, scheduled, completed, canceled, uncollectible), plotted over time.

Product sales overview and Most sold products — a sortable table and a top-5 breakdown of what sold in the period, by quantity and amount. Both only appear once you've sold at least one product.

Paid on time — of the invoices paid in the period, the split between paid before their due date and paid after it.

Average payment time — the average number of days between sending an invoice and it being paid, for invoices paid in your selected range. The three comparison figures below it use the same average measured over the 30, 90, and 365 days immediately before the end of that range — not from today, unless your range happens to end today.

Average payments overdue — the average number of days invoices have run past their due date, combining invoices that were eventually paid late with invoices that are still open and already overdue right now. Its comparison figures use the same 30/90/365-day windows as average payment time.

Most status rows are clickable and jump straight to the matching filtered list under Invoices, Subscriptions, or Refunds.

If Overview doesn't show up under Payments in your navigation at all, your role doesn't carry the payments report capability — ask an org admin to grant it.