Payment reports and dashboards
Overview
Where does my money stand? Kyvento answers this on three levels: the dashboard metrics, the filterable payment list for provider transactions and the invoice list as an open-items overview.
The dashboard as a starting point
The "Open invoices" card totals all open, partially paid and overdue amounts including dunning fees; the revenue trend shows invoiced revenue for the last 12 months along with a forecast. Details in the article Dashboard overview: your key metrics.
The payment list
Under "Finance" → "Payments" you track all transactions of your payment providers (Stripe, Unzer, PayPal): date, amount, payment method, provider, status, the associated invoice and customer. You filter by status (including successful, pending, failed, refunded), provider and period; the detail view shows provider references and error details – helpful when clarifying matters with the payment service provider.
Keeping an eye on open items
The open-items list is the invoice list with a status filter: "Open" shows everything unpaid, "Overdue" the critical portion, "Partially paid" the ones with partial payments. Manually recorded incoming payments (bank transfer, cash) are visible directly on the respective invoice.
Exporting data
For analyses beyond the interface, the "Exports" page provides CSV extracts of payments and invoices – for example for cash-flow planning in a spreadsheet or as input for accounting.
Next steps
- Metrics in detail – see Dashboard overview: your key metrics
- Exports and DATEV – see Downloading invoices (PDF) and Setting up the DATEV export