Navigating the dashboard

What you'll find on your Finli dashboard, from the performance summary to settlements and recent activity.

Your Dashboard is the first page you see when you sign in to your business account. It gives you a quick read on sales, money on the way and anything that needs attention.

Performance summary

The top of the dashboard summarizes activity for the date range you choose:

• Total Sales: the value of all sales made through invoices and Pay-by Links, before processing fees or refunds.
• Refunds Initiated: the value of payments refunded or currently being refunded.
• Payments Received: the total payout amount received after processing fees.

Select any figure to see the payments behind it.

Screenshot to add: the Performance Summary with the date filter and the three totals

Processing payments

Processing Payments lists payments your customers have recently made that are still moving through the payment system.

Past due invoices

Past Due Invoices shows unpaid invoices whose due date has passed, along with your total Past Due Balance. Finli sends your customers reminders automatically (see Reminders and invoice history), but a personal check-in often helps too.

Settlements

Settlements shows the deposits sent from Finli to your verified bank account and which customer payments make up each one. Settlements are initiated on the date shown and usually arrive within 2 to 3 business days. If a payment isn't listed yet, it's still processing. See Deposits and processing times.

Screenshot to add: the Settlements card with its download button

Recent activity

Recent Activity shows actions your team has taken, such as adding customers or products, creating, editing or canceling invoices, inventory updates and recorded offline payments. Select View older events to see more.

If someone from Finli Support works in your account at your request, their actions are labeled as Finli Support.

Need help? Email support@finli.com.

Updated October 22, 2026