> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments Overview

> Understand the Payments dashboard in Lerian Console — KPI cards, recent activity, and quick actions for boletos and bill payments.

The **Overview** is the landing page of the Payments plugin for Midaz in [Lerian Console](/en/lerian-console/about-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.

## 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.

<Note>
  The Overview requires the **View** permission. If your role doesn't include it, the page won't be displayed. See [Permissions and RBAC](/en/lerian-console/midaz-console/payments-introduction#permissions-and-rbac).
</Note>

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.

## 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.

<div className="space-y-6 w-full sm:max-w-4xl">
  <Columns cols={2}>
    <Card title="Issue boleto" icon="barcode">
      Create a new boleto for collection. Opens the **New Boleto** form on the [Boletos](/en/lerian-console/midaz-console/payments-boletos) page. Requires boleto create permission.
    </Card>

    <Card title="Pay bill" icon="file-invoice-dollar">
      Pay a bill via its digitable line or barcode, or a DARF tax form. Opens the [Bill Payments](/en/lerian-console/midaz-console/payments-bill-payments) page (**Pay bill** / **Pay DARF**). Requires payment create permission.
    </Card>
  </Columns>
</div>

## Boletos summary

***

The **Boletos** section summarizes the lifecycle of every boleto issued by your organization through a set of KPI cards.

| Card                | What it shows                                                                                                                                                           |
| ------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Issued**          | Total number of boletos issued.                                                                                                                                         |
| **Pending**         | Boletos still awaiting settlement.                                                                                                                                      |
| **Settled**         | Boletos that have been paid.                                                                                                                                            |
| **Overdue**         | Boletos past their due date and not settled.                                                                                                                            |
| **Total amount**    | Sum of all issued boleto amounts.                                                                                                                                       |
| **Settled amount**  | Sum of the amounts already settled.                                                                                                                                     |
| **Overdue amount**  | Sum of the amounts that are overdue.                                                                                                                                    |
| **Settlement rate** | Share 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%. |

### 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](/en/lerian-console/midaz-console/payments-boletos) page. If there are no boletos yet, the table shows an empty-state message.

## Payments summary

***

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

| Card               | What it shows                         |
| ------------------ | ------------------------------------- |
| **Created**        | Total number of payments created.     |
| **Scheduled**      | Payments scheduled for a future date. |
| **Settled**        | Payments that have been completed.    |
| **Failed**         | Payments that failed to process.      |
| **Total amount**   | Sum of all payment amounts.           |
| **Settled amount** | Sum of the amounts already settled.   |
| **Rejected**       | Payments that were rejected.          |
| **Canceled**       | Payments that were canceled.          |

### 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](/en/lerian-console/midaz-console/payments-bill-payments) page. If there are no payments yet, the table shows an empty-state message.

<Tip>
  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.
</Tip>