The Financial Overview

The Overview tab in Financial overview shows your swim school's financial position at a glance. From each block you can click through to the details.

Revenue

• This month — revenue for the current month, with the change compared to the previous month.
• Revenue for the last 12 months — a chart of revenue per month.

Next collection

Shows the date of the next subscription collection and the expected revenue from it. How the collection works is explained in Subscription payments via Stripe.

Recent transactions

The latest payments, with the person's name, the type (for example Subscription), the amount and when the payment came in. View all opens the full list.

Invoices: overdue and outstanding

• Overdue — the total amount and number of invoices that are past their due date.
• Outstanding — the total amount and number of invoices that are not paid yet but not past due either.

Click either one to see the invoices. See Invoices.

Failed collections

Subscription collections that did not succeed. Stripe automatically retries a failed collection. If there are none, you see No failed collections.

Open requests

Requests that have been sent to users and not completed yet, such as a request to set up a subscription (SEPA mandate) after a student was added to a class. For each request you see the person, the class and the fee, and whether the request has expired. View all opens the Subscriptions tab. See Managing subscriptions.