---
title: Understanding the Money Page
description: Find invoices, payments, sales history, appointments and payment links on one Money page, with balance tiles and a financial summary.
---

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# Understanding the Money Page

The **Money** page brings your invoices, payments, sales history, appointments and payment links together in one place. It opens on an **Overview** that shows what you're owed, what you've taken and, if you take card payments through Pabau Pay, your balance and what's on its way to your bank.

**Step 1: Open the Money Page**

Click **Money** in the sidebar. The page opens on the **Overview** tab.

![The sidebar with Money marked and the Money page open on Overview](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490637916401-01-sidebar.png)

*Money is one button in the sidebar*

**NOTE:** Links and bookmarks to the old Invoices, Payments, Sales History, Appointments and Payment Links pages still work. They now open the matching tab on the Money page.

**Step 2: Read the Balance Tiles**

1. Choose **7 days**, **30 days** or **90 days**. This sets the period for the chart, the summary and the payment activity further down the page.
2. Read the four tiles across the top. They always show today's position, whatever period you pick:
     - **Available balance**: the money in your Pabau Pay balance, with the amount still pending underneath.
     - **Depositing to bank**: payouts on their way to your bank.
     - **Unpaid balance**: everything still owed on your invoices, as of today.
     - **Disputes needing response**: card disputes waiting for you. Click **Review disputes** to deal with them.

![The date range buttons and the four balance tiles on the Money page](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490637916401-02-tiles.png)

*The balance tiles and the date range*

**NOTE:** Available balance, Depositing to bank, Disputes needing response and Payment activity come from Pabau Pay. Until card payments are connected they read **Connect card payments to track this**. Unpaid balance and the rest of the page work either way. Staff need the **Can access wallet** permission to see the card payment figures.

**Step 3: Check What You've Taken**

1. **Net payments collected** charts the payments you took each day in the period, with the total at the top.
2. The **Financial summary** breaks the period down into **Payments received**, **Refunds**, **Processing fees** and **Chargebacks**, and shows what's left as **Net revenue**.
3. Click **View full report** to open the Accountant Summary Report.

![The Net payments collected chart, the Financial summary and the View full report link](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490637916401-03-takings.png)

*Payments collected and the financial summary for the last 30 days*

Below these, **Payment activity** lists recent card payments with their status (**Succeeded**, **Pending** or **Failed**). Click **View all in wallet** to see the full list.

**Step 4: Use the Tabs, Disputes and Wallet**

1. Click a tab to open **Invoices**, **Payments**, **Sales History**, **Appointments** or **Payment Links**. Each works just as the page of the same name did before, with the same filters and columns.
2. Click **Disputes** to review and respond to card disputes.
3. Click **Open wallet** to open your Pabau Pay wallet. The button also shows your balance.

![The Money page tabs with the Disputes and Open wallet buttons marked](https://support.pabau.com/hubfs/Pabau%202%20Knowledge%20Base/kb/gap-2026-10/490637916401-04-tabs.png)

*The tabs, plus Disputes and Open wallet in the top corner*

**TIP:** Staff only see the tabs their role allows: **Can access invoices page**, **Can access payments page**, **Can access sales history page**, **Can access appointments page** and **Can access paylinks page**. Disputes and Open wallet need **Can access wallet**.

**Step 5: Build Your Own Overview**

Scroll to the bottom of the Overview to **Your overview**, where you choose the charts you want to see, such as gross volume, new clients or outstanding invoices. See [How to Customise Your Overview Charts on the Money Page](https://support.pabau.com/en/pabau2/how-to-customise-your-overview-charts-on-the-money-page?hsLang=en).

**What's next?**

- [How to Customise Your Overview Charts on the Money Page](https://support.pabau.com/en/pabau2/how-to-customise-your-overview-charts-on-the-money-page?hsLang=en)
- [Understanding the Invoices Page](https://support.pabau.com/en/pabau2/understanding-the-invoices-page?hsLang=en)
- [Understanding the Payments Page](https://support.pabau.com/en/pabau2/understanding-the-payments-page?hsLang=en)
- [How to View and Manage Disputes](https://support.pabau.com/en/pabau2/how-to-view-and-manage-disputes?hsLang=en)
- [Wallet](https://support.pabau.com/en/pabau2/wallet?hsLang=en)

---

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