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The Overview is the home page of the Payments plugin for Midaz in Lerian Console. It shows a summary of boletos and bill payments. The page has summary metrics, recent operations, and shortcuts to the most common actions.

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Accessing the Overview

To open the Overview, select Payments → Overview from the PLUGINS section in the Midaz module.
The Overview requires the dashboard read permission. Without it, the page shows a message that you are not authorized. See Permissions and RBAC.
The dashboard shows all amounts in Brazilian Real (BRL). If a section fails to load, it shows an error with a Retry button. Select Retry to load it again.

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Needs attention

The Needs attention block shows at the top of the page. It lists only the counts that are above zero:
  • Boletos past due: the number and the amount of overdue boletos. The link opens the boletos due up to today, so check the Status column.
  • Payments failed: the number of failed payments. The link opens the list of failed payments.
If all counts are zero, the block does not show.

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Operations

Below Needs attention, the Operations section provides quick-action cards to start the most common tasks. Each card appears only if your role has the matching permission. If the page cannot load the summary for a card, the card is unavailable and says that the provider does not respond.

Issue boleto

Create a new boleto for collection. Opens the Boletos page. Requires the boletos create permission.

Pay bill

Pay a DARF tax form, or a bill such as a boleto or a utility slip. Opens the Bill Payments page. Requires the payments create permission.

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Boletos summary

The Boletos section summarizes the boleto lifecycle through a set of KPI cards.

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Recent boletos

Below the KPI cards, the Recent boletos table lists the five most recently created boletos with the following columns:
  • ID: the boleto identifier (shortened).
  • Type: the boleto type.
  • Amount: the boleto value.
  • Status: the current lifecycle state.
  • Created at: the boleto issue date.
Select any row to open the full boleto details, or select View all to go to the Boletos page. If there are no boletos yet, the table shows “No boletos yet.”

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Payments summary

The Payments section summarizes your bill payment activity with its own set of KPI cards.

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Recent payments

The Recent payments table lists the five most recent payments, with the same columns as the boletos table: ID, Type, Amount, Status, and Created at. Select any row to open the full payment details, or select View all to go to the Bill Payments page. If there are no payments yet, the table shows “No payments yet.”