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Understand Faster Money

Updated Jun 11, 2026 3 min read

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Faster Money is the workspace for customer revenue and vendor payments. It keeps receivables, pay-now checkout activity, bill pay, payout visibility, and customer money history connected without mixing private operational details into customer-facing pages.

What this guide helps you do

  • Know when to use invoices, quotes, credit notes, recurring invoices, pay-now checkout, or bill pay.
  • Understand the Revenue, Get Paid, Pay Bills, and Payouts areas.
  • Use Faster AI for summaries and drafts while keeping real financial actions under human review.

Before you start

  • Confirm you are in the correct workspace before changing Money records.
  • Know whether you are working with a customer payment, vendor bill, payout, or platform billing item.
  • Review team roles for who may send invoices, approve bills, record payments, and issue refunds.

Do it manually

  1. Open Money from the app navigation.
  2. Use Revenue for collected revenue, outstanding work, and pay-now activity from plugins.
  3. Use Get Paid for invoices, quotes, credit notes, recurring invoices, payment reminders, and customer portal links.
  4. Use Pay Bills for vendor bills, bill inbox review, approvals, vendors, and payment runs.
  5. Use Payouts when payout visibility is enabled for your organization.
  6. Open Customer 360 when you need the customer relationship context behind a Money record.

Ask Faster AI

  • Explain which Money area I should use for this task and what I should review before changing anything.
  • Summarize what needs attention in Money today across invoices, quotes, bill pay, and customer follow-up.
  • Prepare a checklist for setting up Money for a service business, but do not create or send records yet.

Review before saving, sending, paying, or refunding

  • Do not treat platform subscription billing as customer invoicing in Money.
  • Do not create fake invoices for pay-now checkout, bookings, webinars, or deposits that already use checkout activity.
  • Confirm customer, vendor, amount, currency, and status before any send, payment, refund, or approval.

Common issues and fixes

  • If a record is missing, check the active workspace and the selected Money area.
  • If an action is disabled, the record may be in the wrong status or your role may not allow it.
  • If AI suggests an action that is not available in the UI, use AI for the checklist and complete the supported action manually.

Faster Money overview

For a product-level tour of how Revenue, Get Paid, Pay Bills, and Payouts fit together, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Connected workflows

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