TruPayments Dashboard

The TruPayments Dashboard summarizes payment activity across modules.

Use the payment dashboard for a quick operational view before opening individual transactions.

What this feature is for

The Payment Dashboard is a health summary of payment activity across every module using TruPayments. Use it to spot changes in paid, pending or declined activity and to see whether expected payment methods are active.

A practical way to use it

Review the headline transaction/payment-method metrics.
Open Transactions when totals or statuses need explanation.
If one method shows repeated problems, review the Payment Method and its gateway settings.
Compare with Booking or TruCommerce records to understand what the customer was trying to purchase.

How it connects to other features

Booking and TruCommerce generate the business events; TruPayments records the financial outcome. Dashboard totals can therefore change because of activity in either module.

What to expect after changes

The dashboard is diagnostic. Resolve issues in the underlying transaction, method or gateway rather than expecting a dashboard metric to be editable.

Where to find it

Open TruPayments → Dashboard.

Field and action reference

Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.

Metric	Meaning
Total Transactions	Number of transaction records in the selected data context.
Paid Total	Total represented by paid transactions.
Pending Total	Total still pending.
Active Payment Methods	Number of methods currently enabled/available.
Declined	Value represented by declined transactions.

The recent-transactions table shows Payment ID, Method, Status, Amount, and a View action. The methods area links to Configure Payment Method.

Settings · Payment Methods · Transactions