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Faster Money

Money dashboard, AR analytics, AP bills, outbox, payouts, and payment runs.

Money dashboard, AR analytics, AP bills, outbox, payouts, and payment runs.

Money dashboard

Understand Faster Money Understand how Faster Money separates invoices, quotes, pay-now charges, bill pay, payouts, and customer money history. Use the Faster Money dashboard Use Money to manage revenue, invoices, quotes, credits, recurring invoices, bill pay, payment runs, and payout visibility. Review revenue and pay-now activity Use Revenue to review invoice revenue, pay-now checkout activity, deposits, refunds, and source-level performance. Review AR analytics Use AR analytics to understand open invoices, overdue balances, collection risk, and next follow-up work. Review Money activity for a customer Review invoices, payments, credits, refunds, checkout activity, and recent money history from Customer 360. Review Money outbox status Check whether Money changes are syncing normally before relying on recent invoice, payment, refund, or reminder updates. Track payouts and deposits Use payout and deposit visibility to reconcile collected money with expected bank activity and revenue reporting. Configure payment reminders Set up invoice reminder controls, portal route, suppression review, and readiness checks before automated reminder sends.

Invoices

Manage recurring invoices Use recurring invoice schedules for predictable billing while keeping amounts, timing, and review controls clear. Apply a credit note Use an available credit note to reduce an invoice balance while keeping the credit and invoice history clear. Record a manual payment Record a payment received outside the customer portal and apply it to the correct invoice without duplicating collection. Troubleshoot payment status Investigate unpaid, partial, paid, processing, refunded, or failed payment states from the Money document drawer.

Bill pay

Set up bill pay Prepare vendor bills, approval responsibilities, and payment-run review before paying business expenses from Faster.

Checkout and refunds

Collect pay-now payments from plugins Understand how checkout, bookings, webinars, courses, events, deposits, and fees can collect through Faster Money without becoming invoices. Issue refunds or adjustments Review payment history, credit notes, and invoice balance before issuing a refund or recording an adjustment.