Check out the Payment Snapshot!
Click on settings --> payments to see your most important income metrics at a glance.
Click the numbers to filter for users who meet the conditions
The payment snapshot updates automatically as payments come in!
This shows the total funds collected in the project
Users - the number of users who made payments
Payments - the number of transactions that occurred so far
Protected - shows the amount and percentage of funds that are protected by Purchase Protection. Learn more here
Total Project Due
The total funds owed in the project
Users - the number of users who owe money
Orders - total for combined user orders
Secure - users who have a saved payment method on file and are on an Autobill plan
Regpack secures these funds by automatically charging the user the correct amount on the correct date.
Autobill results in a 30% increase in your cash flow and up to 22% lower account receivables. You can improve your payment collection by using System Autobill or your own custom autobill plans.
This shows the funds brought in filtered by date ranges
Today/This Week/Last Week, and more - date ranges during which that amount of funds were received
Users - the number of users who paid that combined total
Future Collection Automation
Funds covered by autobill plans with upcoming payments due
Users - number of users with upcoming autobill payments
Amount - amount left to be paid
Last processing date - the final autobill day based on the plans in your project at the time
Total overdue payments
The amount of money covered by autobill installments that have already passed.
This occurs when users select a plan but don't make the intial payment or if a payment method is removed (expired or deleted by admin), resulting in no way to charge the user.
Users - the number of users on autobill plans who owe money
Payments - number of autobill installments not paid