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Payt offers pre-built Power BI templates that let you visualize your accounts receivable data without any custom development. The templates read from the database that the BI module syncs your data to — they do not call the API, so you do not need an API token to use them. Set up a BI module connection on the Connections page before you open a template.

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Connecting a template

When you open a .pbit file, Power BI asks you for three parameters: Each template supports both database types, so it works the same with either one.

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Templates

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Required columns

A template only works if every column it reads is present in your database. Select at least the tables and columns below for the template you want to use.
Your connection’s readable fields decide which columns the BI module syncs. If you clear a column that a template reads, that column is missing from your database and the template fails to refresh. Check this list against your field selection before you clear anything.

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Workload template

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Age Analysis template

A debtor’s address is one field, postal_address, rather than a field per address line. Select it and your database gets a column per line, of which this template reads the city and the country code.

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Full dashboard template

This template reports on debtors and debt collection cases through invoices.debtor_id and invoices.active_credit_case_id, so you do not need to sync the debtors or debt collection case tables themselves.
Last modified on September 23, 2026