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How to Read the Money Cards on Your Dashboard

Written by the SellarPro team · Published 12 October 2026 · 1 min read

Short answer

The home dashboard shows four position cards. Business Balance: the money across your payment accounts. Receivables & Payables: what customers owe you and what you owe suppliers, split into overdue and not yet due. Stock Value: stock at cost and at selling price. Stock at Risk: dead and expired stock.

Under the sales figures at the top of your home page, four cards show where your business stands today.

The dashboard cards Business Balance, Receivables & Payables, Stock Value and Stock at Risk
Where the business stands today, at a glance.

Business Balance

The Total Balance across your payment accounts: cash, MoMo and bank. It is only as good as your accounts, so set them up first. See How to Set Up Payment Accounts.

Receivables & Payables

  • Gross Receivables: what customers owe you, from how many unpaid sales, split into Overdue, Not yet due (within their pay terms) and No due date.
  • Gross Payables: what you owe suppliers, split the same way.

Stock Value

The stock you hold, at Purchase value (what it cost you) and Sales value (what it sells for), with the Potential profit and margin if all of it sells.

Stock at Risk

The Potential Loss: dead stock (held 90 days or more without a sale) and expired stock, at cost, plus what is Expiring soon. See How to Find Low, Dead and Expired Stock.

Use Select location at the top to see one branch.

Common questions

The balance shows nothing.
No payment accounts are set up, or the payment methods are not mapped to them.

Related articles

How to Set Up Payment Accounts

Open Finance → List Accounts and click Add for each place money sits: the cash drawer, each MoMo wallet, each bank account. Under Payment methods, choose which methods post to it, so every sale and payment lands in the right account and your balances stay true.

Payments · Updated 12 Oct 2026 · 2 min read

How to Find Low, Dead and Expired Stock

Quick Reports → Stock Alerts lists products at or below their alert quantity, so you know what to reorder. Quick Reports → Dead Stock lists products that have not sold for 30 days to a year, with their value, plus the value of expired stock. The dashboard's Stock at Risk card sums them up.

Products & Inventory · Updated 12 Oct 2026 · 2 min read

How to Sell on Credit and Collect What Customers Owe

Select the customer and click Credit Sale to put the whole sale on their account, or take part payment. When the customer comes back, use Pay due next to their name at the POS, or tick Collect due with this order to clear old debt with a new sale.

Sales & POS · Updated 11 Oct 2026 · 2 min read

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