Dashboard
Total Payments Received Card
How the Total Payments Received card differs from revenue and what counts as a payment.
Total Payments Received tracks money that has actually arrived inside the selected period, rather than work that has been completed. It is the counterpart to the Total Revenue Card and gives you a quick read on cash flow.
What the Card Counts
- Payments in the period: Completed payment entries dated within the Dashboard date range.
- Net of refunds: Refunds issued inside the same period are subtracted so the figure reflects the real cash position rather than gross intake.
- Date sensitivity: Changing the period or business filter changes which payments are counted.
How It Differs from Total Revenue
- Revenue is when the work happens: Total Revenue follows completed charges; the visit was done, even if the customer has not paid yet.
- Payments are when the money lands: Total Payments Received follows the money itself, so it will lag revenue when customers pay slowly and lead revenue when they pay in advance.
- Use both together: A growing gap between the two is the cleanest sign that outstanding debt is building up.
Related articles
- Total Revenue Card: The counterpart card that tracks completed charge revenue.
- Outstanding Debt Card: Useful when the gap between payments and revenue keeps widening.
- Pending Payments Card: Helpful when a payment shows in your account but has not yet cleared the provider.
- Breakdown by Payment Method: Useful when you want to see which payment routes the money is coming through.