# Find your way around the dashboard

The set-up checklist a new business sees, the Home panels and the reporting period, the menu and its sections, search, the Create menu, your profile menu, and the dashboard on a phone.

Source: https://vezmo.com/docs/get-started/dashboard

## Overview

The dashboard at [user.vezmo.com](https://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 checklist

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.

(Screenshot: Finish setting up, 1 of 6 done: Create your business with a green tick; Verify your business, open, with a Verify business button and About 10 minutes; then Turn on payments with Turn on, Set up payouts with Set up payouts, and Get your first payment with Create an invoice, each with a line on what it means.)

| Step | What it means |
| --- | --- |
| Create your business | Your business's name and address, from when you opened the account. **Edit** opens **Settings**. |
| Verify your business | Your ID and a live selfie, your business details and a few documents: about 10 minutes, once for every service. See [Verify your business](/docs/get-started/verification). |
| Turn on payments | Cards, Apple Pay, Google Pay and ACH bank payments. Once your business is verified, it's one step. |
| Set up payouts | The bank account your card sales are paid out to. We send a code to your email to confirm it. |
| Get your first payment | Send an invoice or share a [payment link](/docs/get-paid/payment-links). |

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.

## Home

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](/docs/get-started/test-mode) is on.

(Screenshot: Home: Good morning, Ewan, with the date and an All time period picker; Payments with the total for the period, Gross volume and Net volume, Payment link and Invoice buttons, a chart, the approval rate, the number of payments and their average, refunds, an open dispute, a failed payment, and how customers paid; Payouts with what's available to pay out, pending and paid out, and Pay out; For you today with Accept the Terms of Service, Reply to a card dispute and Chase 2 overdue invoices; Getting paid with what's outstanding by how late it is, due this week, paid this month and proposals; Subscriptions with Set up a subscription.)

| Panel | What it shows |
| --- | --- |
| Payments | What you took in the period, as **Gross volume** or **Net volume**, on a chart. Beside it: the approval rate, how many payments and their average, refunds, disputes, failed payments, and how customers paid. **Payment link** and **Invoice** start a new one. |
| Payouts | What's available to pay out, what's still settling, what's been paid out, and **Pay out**. |
| For you today | What needs you: what our team asked for, card disputes to answer, overdue invoices to chase and proposals waiting for a yes. Each opens where you act on it. **You're all caught up** when there's nothing. |
| Getting paid | Your unpaid invoices, by how late they are (not due, 1–30 days, 31–60, over 60), and what's due this week, paid this month and waiting in proposals. |
| Subscriptions | Your subscribers, or **Set up a subscription** if you have none. |
| Recent activity | The latest payments and payouts, with **All**, **Money in** and **Money out**, and **All activity** for the full list. |

### The reporting period

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 different

- **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 menu

(Screenshot: The menu: Northwind Audio, Verified business at the top; Dashboard; To-do with 1; Payments; Customers & sales with Clients, Projects, Proposals, Agreements, Services & Products and Promo Codes; Insights with Ledger and Reports marked Soon; Settings; a Free plan box with Upgrade and Team members 1 of 2; and Ewan Morrow with his email and a ⋯ button at the foot.)

**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:

| Menu | What you do there |
| --- | --- |
| Dashboard | Home, above. |
| To-do | Everything our team needs from you. The number beside it is how many things need you. See [Your To-do](/docs/get-started/todo). |
| Payments | **Invoices**, **Payment Links**, **Payment History**, **VezmoPay** (your payments console: transactions, balance, payouts, disputes, reports and more) and **Gateway Payments** (payments taken through a payment gateway of your own). |
| Customers & sales | **Clients**, **Projects**, **Proposals**, [**Agreements**](/docs/run-your-business/agreements), **Services & Products** and **Promo Codes**. |
| Insights | **Ledger**, your books. **Reports** is marked **Soon**. |
| Settings | Your business, team, notifications and more. |

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](/docs/get-started/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 menu

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**.

## Search

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.

## Create

**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.

(Screenshot: The Create menu open: Create new, with Invoice, Payment link, Record payment, Proposal, Product and Client.)

| Shortcut | What it does |
| --- | --- |
| Invoice | Opens **Invoices**, where you make a new one. |
| Payment link | Opens **Payment Links**, where **+ Payment Link** makes a new one. |
| Record payment | Opens **Payment History**. |
| Proposal | Opens **Proposals**. |
| Product | Opens **Services & Products**. |
| Client | Opens the form to add a new client, right where you are. |

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

## On a phone

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.

## Related

- [Your To-do](/docs/get-started/todo)
- [Notifications](/docs/get-started/notifications): the bell and what reaches you.
- [Test mode and live mode](/docs/get-started/test-mode)
- [Get started](/docs/get-started)