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Selected work / Invoice status clarity

ForgingBlock Dashboard

When payment teams answer invoice, cash-flow and payout questions across messy merchant data, the risk is slow support and unclear next steps. Flat18 refined the dashboard into a focused payments hub so teams can see what was paid, what is open and what needs attention.

View live dashboardRead the build story
Merchant-firstFocus

The dashboard starts with the questions customers actually ask.

Status consistentClarity

The same labels and chips appear across every surface.

Less back-and-forthOutcome

Filters, details, and proof stay close enough to reduce support churn.

Development journey

From payment noise to a dashboard that answers the next question first.

Flat18 approached the dashboard as an operations support problem, not a table design exercise. Merchants needed to know what changed, what still needed attention, and where to find proof for reconciliation.

01 / Support load

Payment teams were spending too long answering simple status questions.

Customers needed to know what had been paid, what was still open, and where to find proof. The old flow made them work too hard for each answer.

02 / Product shape

We turned the payments view into a focused hub with filters and summary metrics.

The interface brings together active chips, quick ranges, and the most useful totals so the dashboard starts with a decision, not a data dump.

03 / Decision layer

Invoice detail, exports, and state handling stay close to the data.

The workflow keeps the numbers, evidence, and next action in one place so support can move from summary to proof without losing context.

Product surfaces

Designed around the moments where payment work usually slows down.

ForgingBlock does not hide the system behind a generic support shell. Each surface keeps filters, state, evidence, and action close together so the workflow stays calm.

Payments hub

Keep the working view focused on the next decision.

The primary screen combines the overview, the table, and the important actions without making the merchant hunt for the right tab.

Filters

Show filters without burying the table.

Quick ranges and saved state make the dashboard feel responsive while keeping the working set obvious.

Status system

Make every payment status read the same way.

The chip system keeps labels consistent across cards, tables, and detail views so teams do not have to decode the language again.

Data states

Keep loading, empty, and error states honest.

When the system is waiting or missing data, the interface says so plainly instead of pretending everything is fine.

Workflow map
Invoice details
Compact summary
Dashboard overview

Delivered for confidence

The flow keeps merchants in context, moving from summary to detail without losing filter state or confidence in the numbers they are reviewing.

In productionDiagnosis: payment status ambiguitySolution: calm payments hubOutcome: faster invoice lookup

Flat18 treated the dashboard as an operational support problem. Merchants needed to know what changed, what still needed attention, and where to find the proof for reconciliation without jumping between disconnected tools.

Problem found

Payment teams could not quickly answer what was paid, what was open, and what had changed today.

Flat18 diagnosis

The issue was not lack of data. It was lack of hierarchy, state consistency, and a reliable route from summary to evidence.

Solution shipped

We designed a payments hub with fast filters, summary metrics, status chips, and an invoice modal that stays close to the table.

Customer value

Merchants get a workflow that feels controlled because the same states and actions appear across cards, tables, and detail views.

What Flat18 handled

  • Reviewed the payment journey around real merchant support scenarios
  • Standardised status language across the dashboard, filters, and detail views
  • Kept reconciliation actions close to the data with export and refresh controls
  • Added loading, empty, and error states so the product stays honest

Key capabilities

  • Quick range filters with active chip feedback
  • Summary metrics for paid volume and net cash flow
  • Sortable payments table with row click detail
  • Invoice details modal with copyable fields
  • CSV export and manual refresh controls
  • Transparent loading, empty, and error states

Need a payments dashboard like this?

Flat18 can audit the operational friction in your payment flow, design the missing controls, and ship a dashboard your customers can rely on.

Chat with usEmail hello@flat18.co.uk

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