Payment Reports
Payments Dashboard Overview
The Payments tab in your Glade dashboard gives your firm a real-time view of every payment made by your clients. This includes one-time payments, payment plan installments, and any payments made through invoices tied to workflows.
This dashboard helps your team track revenue, monitor payment statuses, and quickly take action on pending or failed transactions.
Where to Find It
In the left navigation, go to:
Transactions → Payments
This opens the full payment activity table for your firm.
Top Summary Metrics
At the top of the page, you’ll see two key financial summaries:
• Total Gross Revenue
The total amount collected before refunds or fees.
• Total Net Revenue
Your firm’s net collected amount after adjustments.
Both values update automatically based on the date range you select.
Date Filters
Use the Start Date and End Date filters to view payments within a specific time period.
This is useful for:
Monthly reporting
Tracking weekly revenue
End-of-quarter audits
Reviewing specific filing periods
Payment Status Filter
Filter payments by status:
Successful
Pending
Failed
Refunded
All
This makes it easy to follow up on pending or problematic transactions.
Search & Export
You can:
Search for payments by client, email, workflow, invoice, or amount
Export your entire payment list as a CSV for accounting or reporting needs
Understanding the Payments Table
The main table shows a row for every payment, including:
• Contact
The client who made the payment. Clicking the name opens their full CRM profile.
• Amount
The dollar amount of the payment.
• Date
When the payment was attempted or completed.
• Payment Status
Shows whether the payment succeeded, is pending, or failed.
• Refunded Amount
If any portion of the payment has been refunded.
• Total Invoice Amount
The overall size of the invoice the payment belongs to.
• Account
The bank account or card used for the payment.
• Workflow
Which case or workflow the payment is tied to.
• Payment Plan Indicator
Shows Yes if the payment is part of a payment plan.
• Notes
Staff can add notes to individual payments for bookkeeping or follow-up.
Why the Payments Dashboard Matters
The Payments tab allows your firm to:
Track all revenue in one place
Quickly identify pending or failed payments
Monitor payment plan activity
Audit financial activity tied to specific workflows
Export payment data for bookkeeping and accounting
Add notes for team-wide visibility
It provides a complete financial snapshot of every client transaction made through Glade.