Dashboard is the home view after login. It summarises money at risk and the few decisions that need a person. Left nav is Invoices, Customers, and Workflows — not Debtors or Reminders.
Before you start
- A workspace with at least one live (non-archived) invoice shows the populated dashboard. A brand-new book with none shows the empty dashboard and, for Admins, the setup checklist.
- Hero figures are not “PayBlah collected this as a collector.” They record payments on the book and, separately, amounts paid after a PayBlah reminder or through a PayBlah link.
Populated dashboard
- Open Dashboard.
- Use the period pills 30 days, 90 days, or This year (they reload the hero only).
- Read Overdue payments recorded — the total from invoices in that period, including manual, synced, and payment-link payments. The sub-line is money paid after a PayBlah reminder or through a PayBlah link. If any went through PayBlah directly, that is called out separately.
- Read average time to pay (an em dash if nothing has ever been paid).
- Scan the snapshot tiles: Total overdue, Being chased (chasing invoices only — “in active follow-up”), Due soon, and On hold (promised / disputed / paused / part paid).
- Tap an Open balance by age band (Due Soon, 1–7, 8–14, 15–30, 31–60, 60+) to open that Invoices slice. The hint may exclude an amount outside plan age.
- Work Needs you rows. Actions are Review, Resolve, Decide, Open, or Read. A stop request reads that they asked you to stop chasing — still chasing until you decide.
- Read Coming up — a forecast. Held steps say will need approval at send time; others say going out.
- On this page the add buttons are Add Customer and Add Invoice.
Waiting to Start and capacity
The status strip shows accounting connection (or No accounting software connected), texts left or No texts included on your plan, and active-invoice spaces. When invoices are queued for capacity you see N / L spaces · W waiting. Those waiting invoices are Waiting to Start on Invoices — they are not Being chased.
Sidebar
The left snapshot is Payments · Last 30 Days (not Recovered). Below it: how many need attention, and Next run.
Empty dashboard
With no live invoices, Admins see Getting started / Finish setting up PayBlah and Setup help (Show setup checklist, Take the Two-Minute Tour, Reset onboarding tips, Explore the safe demo, Open Help & Support). A trial strip may show days left and See plans. Standard members do not get the checklist.
Expected result
You can see recorded payments, what is in active follow-up, what is waiting for a space, and the next human decision. Opening Dashboard does not send a message or approve Firm/Final.
If something looks wrong
- Being chased is zero while overdue is large — invoices may be Waiting to Start, outside plan age, never-chase, disputed, or not yet activated.
- SMS numbers missing — texts are gated; Starter often has no allowance.
What this does not do
- Viewing the dashboard does not approve Firm/Final sends — that is Activity (or the invoice approval card).
- It is not a full accounting P&L and PayBlah does not hold customer funds.
- It does not claim that every recorded payment was caused by PayBlah.