1. Cloud Depot Knowledge Base
  2. Product - Recurring Payment Service (RPS)

Understanding the RPS Dashboard

The following article relates to Cloud Depot RPS. Get the most out of the RPS Dashboard

View your dashboard

You can access your dashboard by clicking on the Recurring Payment Menu > Dashboard in the left hand side menu.

Panels in your dashboard:

My Invoices
This shows your unpaid invoices. This information is downloaded from your accounting engine and is subject to the sync history period. By default, the sync history is set to the last 60 days.

My Customers
This shows the count of customers that have been downloaded from your accounting engine and is subject to customers that have been invoiced within your sync history period.

Payments

This shows the amount of payments that have been applied to invoices in the last 30 days (data from your accounting system). This amount includes payments that are outside of the RPS Auto Pay system.

Paid Invoices
This is a graphical representation of the payments that you have received (data from your accounting system). If you have multi-currencies these will be displayed in different colours on the diagram.

Transaction Status
This graph shows the ratio of successful to failed transactions. An example of a failed transaction can be credit-card with insufficient funds.

Quick Links

  • Recurring Payments
    This is the sum of all invoices that are not paid where the customer has RPS Auto Pay enabled. This is subject to payment rules if the Auto Pay applies to the invoice.
  • Auto Pay Customers
    This is the count of all customers who have Auto Pay enabled.
  • Credit Cards
    This is the count of credit cards that you have on file for your customers.

RPS Stats

  • Sync Active
    Your RPS sync is active with your accounting system.
  • Last Sync Time
    When RPS last connected with your accounting system.