When you first log in to JustPaid, you'll land on the Dashboard — your financial command center. This article will walk you through everything you see on screen, what it means, and what actions you can take to get up and running quickly.
Completing Your Setup
At the top of the dashboard, you'll see a progress bar that guides you through essential setup steps:
KYC Verification
Needed for compliance before receiving payments.
Bank Account Setup
Connect one or more accounts to receive funds.
Company Profile
Enter your business details.
Payment Profile
Configure your payment preferences.
Accounting Integrations
Sync with your accounting software.
Tip
Match Unmatched CRM Customers
If you've connected your CRM (like HubSpot), you may see a message like:
"You have 15 unmatched customers imported from HubSpot."
This just means JustPaid found customers in your CRM that aren't yet linked to invoice records. Click "Match Customers" to fix that in a few seconds.
Handle Past Due Invoices
If you have unpaid invoices that are overdue, you'll see an orange box with this alert:
Alert
You'll have two quick options here:
Enable auto-collect
Let JustPaid follow up automatically.
Review Past Due Invoices
See which customers owe you and take action.
This section helps you stay on top of collections without needing to dig around.
Monitor Your Financial Metrics
Here are the three key data points always visible on your dashboard:
Total Invoiced (MTD)
Shows how much you've billed this month. Great for understanding business volume.
Collected Revenue (MTD)
How much cash has come in. Useful for forecasting and planning.
Total Overdue Revenue
Unpaid invoices that are past due. Helps you know where to focus collection efforts.
Note
Check Invoice Statuses
Scroll down a bit, and you'll see a breakdown of your current invoices:
Click "Review All" to view and manage each invoice by status.
Understand Aging Summary
The Aging Summary helps you track overdue invoices by how late they are:
This makes it super easy to prioritize follow-ups. You can click "View Aging Summary" to dive deeper into the amounts owed and which clients need reminders.
You're all set!
That's your quick walkthrough of the JustPaid dashboard. From setup to overdue invoice alerts, you're now equipped to manage payments and stay on top of your accounts receivable with ease.
