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 home page of the Payments plugin for Midaz in Lerian Console. It shows a summary of your organization’s boletos and bill payments. The page has 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. To return to it, select Payments in the left-side menu.

The Overview requires the View permission. If your role does not include it, Lerian Console hides the page. See Permissions and RBAC.

The dashboard shows all amounts in Brazilian Real (BRL). If the dashboard fails to load, an error banner appears with a Retry button. Select Retry to reload the data on the same page.

Operations

---

At the top of the page, the Operations section provides quick-action cards to start the most common tasks. Each card appears 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.

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 — the boleto issue date.

Select any row to open the full boleto details, or select View all → to go to the 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.

Select any row to open the full payment details, or select 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.