Read the financials overview

Open Financials. The first tab is Overview. Viewing finances requires Manage finances.

The summary cards are Collected, Open tab balance, Unpaid membership dues, and Pending charges. The date range choices match Insights: This month, Last month, Last 30 days, Year to date, Last year, All time, and Custom range.

Recent payments lists the latest payments in that range. Outstanding tab balances lists members who still have an open tab.

Invoices are on the Invoices tab. Creating one is in Create an invoice.