Dashboard
Pending Payments Card
What the Pending Payments card counts and how to interpret money that exists but has not fully settled yet.
Pending Payments shows money that has been recorded as a payment but has not finished confirming yet. It is useful because those amounts exist operationally, but they are not fully settled for reporting purposes.
What It Counts
- Pending payment entries: The card looks for payment ledger items whose status is still pending.
- Count and total amount: The widget combines how many pending payments there are with the value tied up in them.
- Current snapshot: This is a live position, not a date-range report.
- Not in the other figures yet: A pending payment doesn't count towards the Money Received or Net Cash Flow cards, or take anything off what a customer owes, until it completes.
Where the Link Goes
Under the figure, Open pending payments opens the Transactions List showing the payments still going through. A note above the table says so, with Show all transactions to clear it. The link only shows if your role can see payments.
How to Read It
- Short-lived pending value: A small amount that clears quickly is usually normal.
- Large or persistent figure: That can be a sign to review payment-provider follow-up or confirmation delays.
- Not settled cash: Do not read this as money already safely landed in your final reporting numbers.
Related articles
- Net Cash Flow Card: Useful when comparing pending money with settled movement.
- Owed to You Card: Helpful when you want to compare what customers owe with payments that may still reduce it once confirmed.
- Transactions List: Where Open pending payments takes you.
- Dashboard Overview: Covers where this card sits among the other Dashboard widgets.
- Business and Date Filtering: Business selection still matters even though the period does not drive this card.