Monthly summary email
Get key stats delivered to your inbox each month.
3 min read
Monthly summary
Each month, we can send you a summary email with your key business stats.
What's included
- Total collected this month
- Number of payments received
- Collection rate
- Outstanding amounts
- Comparison to last month
Enabling summaries
- Go to Settings → Notifications
- Find "Monthly Summary"
- Toggle on
- Choose when to receive (start or end of month)
When it arrives
Summaries are sent on:
- 1st of the month - Recap of previous month
- Or the date you choose
Why it's useful
- Quick overview without logging in
- Track trends over time
- Spot issues early
- Plan your month ahead
Disabling
Toggle off anytime in Settings → Notifications. You can still see stats in your dashboard.
Related: Understanding your stat cards
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