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Overview
The Everflow Pay dashboard combines payment management, user controls, and account settings in one intuitive interface.
Every section is designed to give you full control over your payments while keeping you informed of important account activities.
In other words: we made sure to give you everything you need to make payments as easy as possible. So let's get started!
UI Layout
Main Dashboard
Manage Section
Transactions
Keep track of your money:
Account Settings
Find these by clicking your account name (bottom left):
Accounting Integration Card
If you have connected an accounting integration (QuickBooks Online, Xero, or NetSuite), your dashboard will display an Accounting Integration card. This card shows the current status of your accounting sync at a glance.
| Card State | What It Means | What To Do |
|---|---|---|
| Not Connected | "Connect your accounting software" | Click Connect Now to set up your integration |
| All Syncs Successful (green) | Everything is working — all payments synced successfully | No action needed |
| Failed Sync: Action(s) Needed (red) | One or more syncs failed and require your attention | Click View Details to fix the issue |
| Failed Sync: No Action Needed (red) | System-level issue that will self-resolve | No action needed — the system will retry automatically |
For the full guide, see Checking Accounting Sync Status.
