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The Overview is the landing page of the Payments plugin for Midaz in Lerian Console. It gives you an at-a-glance view of your organization’s boletos and bill payments activity, with summary metrics, recent operations, and shortcuts to the most common actions.

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Accessing the Overview

The Overview opens automatically when you select Payments from the PLUGINS section in the Midaz module. You can return to it at any time by clicking Payments in the left-side menu.
The Overview requires the View permission. If your role doesn’t include it, the page won’t be displayed. See Permissions and RBAC.
All amounts on the dashboard are shown in Brazilian Real (BRL). If the dashboard fails to load, an error banner appears with a Retry button so you can reload the data without leaving the page.

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Operations

At the top of the page, the Operations section provides quick-action cards to start the most common tasks. Each card is shown only if your role has the matching permission.

Issue boleto

Create a new boleto for collection. Opens the New Boleto form on the Boletos page. Requires boleto create permission.

Pay bill

Pay a bill via its digitable line or barcode, or a DARF tax form. Opens the Bill Payments page (Pay bill / Pay DARF). Requires payment create permission.

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Boletos summary

The Boletos section summarizes the lifecycle of every boleto issued by your organization through a set of KPI cards.
CardWhat it shows
IssuedTotal number of boletos issued.
PendingBoletos still awaiting settlement.
SettledBoletos that have been paid.
OverdueBoletos past their due date and not settled.
Total amountSum of all issued boleto amounts.
Settled amountSum of the amounts already settled.
Overdue amountSum of the amounts that are overdue.
Settlement rateShare of issued boletos that have been settled, as a percentage. The card color reflects performance: green at 80% or above, blue from 50% to 79%, and amber below 50%.

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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 — when the boleto was issued.
Click any row to open the full boleto details, or use View all → to go to the Boletos page. If there are no boletos yet, the table shows an empty-state message.

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Payments summary

The Payments section summarizes your bill payment activity with its own set of KPI cards.
CardWhat it shows
CreatedTotal number of payments created.
ScheduledPayments scheduled for a future date.
SettledPayments that have been completed.
FailedPayments that failed to process.
Total amountSum of all payment amounts.
Settled amountSum of the amounts already settled.
RejectedPayments that were rejected.
CanceledPayments that were canceled.

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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. Click any row to open the full payment details, or use View all → to go to the Bill Payments page. If there are no payments yet, the table shows an empty-state message.
The KPI cards reflect the organization currently selected in Lerian Console. Switch organizations from the breadcrumb at the top of the page to see metrics for a different organization.