Find your way around the dashboard

OverviewCopy Anchor Link

The dashboard at user.vezmo.com is where you run your business on Vezmo. The menu on the left takes you everywhere; the bar at the top has search, Help, the bell and Create. The first page, Dashboard, changes with where your business is: a set-up checklist while you get started, then your business at a glance once payments are on.

The set-up checklistCopy Anchor Link

A new business sees Welcome to Vezmo and the list of what's left to set up, with a ring that counts the steps done and a button for the next one.

The list can also show an optional step for a service in early access; you can leave it. Beside the list, Payments review shows where your request for payments is: Apply, In review, then Payments on. While our team reviews your business, the top of the page says so, and says whether anything is still needed from you.

You can send invoices while we review the rest. Under the checklist, Your Home, once money moves previews what Home will show; once you have unpaid invoices, or invoices paid this month, Getting paid shows them there instead. Once payments are approved, the full Home below takes over.

HomeCopy Anchor Link

Home greets you by name with today's date, and shows your business at a glance. It always shows your live business, even while test mode is on.

The reporting periodCopy Anchor Link

The pill at the top right of Home sets the period the figures cover: All time, Last 7 days, Last 14 days, Last 30 days or Last 12 months. A choice applies at once. For your own dates, pick the first and last day on the calendar beside the list and select Apply. Vezmo keeps your choice for the next time you open Home.

If your Home looks differentCopy Anchor Link

• A teammate whose role doesn't include the dashboard sees a welcome page instead of Home.
• A teammate whose role can't see the business's payments sees a short Home: what needs them and Getting paid.

The menuCopy Anchor Link

Your business is at the top, with a line that says where its verification is: Verified business, Verification in review, Action needed or Verify your business. Select it for Verify your business (or See what's needed), Business settings and Members.

Under it:

Below the menu, a box shows your plan, with Upgrade (or Manage), and how many team members your plan has room for. See Plans and billing.

You only see what your role lets you see. The button beside Settings folds the menu down to icons, and opens it again. On VezmoPay's pages the menu folds by itself, and VezmoPay's own menu shows beside the page.

Your profile menuCopy Anchor Link

At the bottom of the menu are your name and email. Select ⋯ for:

• Your profile: your photo, name and phone, your password, two-step sign-in and passkeys;
• Plan & billing;
• Appearance: Light or Dark;
• Help & support: your support tickets with our team;
• Log out.

SearchCopy Anchor Link

Select the search box at the top of any page, or press Ctrl K (⌘K on a Mac). Type at least three characters: the results come in groups (invoices, payments, clients, proposals and products). Use the arrow keys and Enter to open one, or select it.

CreateCopy Anchor Link

Create, at the top right of the Dashboard, has a shortcut for each thing you make most. Pages with a main task of their own show that task's button in the same place instead, such as Add Client on Clients.

You only see the shortcuts your role lets you use. To record money you received outside Vezmo, use Record income in Ledger.

On a phoneCopy Anchor Link

On a phone, the top bar has the bell, your profile picture and ☰, which opens the whole menu, with Support and your profile. Icons along the bottom take you straight to the main places, such as the Dashboard, VezmoPay and Settings.

RelatedCopy Anchor Link

• Your To-do
• Notifications: the bell and what reaches you.
• Test mode and live mode
• Get started