Some workflows collect money immediately instead of creating an invoice first. Checkout links, booking deposits, webinar seats, course enrollments, tickets, deposits, and fees can show up as pay-now activity connected to the owning plugin and customer.

What this guide helps you do

• Understand when a payment should be pay-now activity instead of an invoice.
• Review checkout, booking, webinar, course, or event payment status from Money or the owning plugin.
• Handle refunds and follow-up from the correct record.

Before you start

• Know which plugin or workflow owns the sale, booking, registration, deposit, or fee.
• Confirm the customer, amount, refund terms, and fulfillment expectation.
• Check whether the payment is still processing, succeeded, failed, cancelled, or refunded.

Do it manually

1. Open the owning plugin, order, booking, webinar registration, course enrollment, event, or checkout record.
2. Review payment status and customer context there first.
3. Open Money Revenue or Customer 360 when you need the cross-business money view.
4. Use the plugin workflow for fulfillment, access, attendance, or booking state.
5. Use Money or the plugin action path for refunds only when the exact payment and amount are confirmed.
6. Create follow-up tasks, journeys, or messages after the payment and customer state are verified.

Ask Faster AI

• Explain whether this workflow should use an invoice or a pay-now checkout payment.
• Summarize pay-now activity for this customer and tell me which plugin records I should review.
• Prepare a refund review checklist for this booking deposit, but do not issue the refund.

Review before saving, sending, paying, or refunding

• Do not create a separate invoice just to mirror a pay-now checkout item.
• Confirm the owning plugin record before changing fulfillment, access, or attendance.
• Do not refund from a summary alone; open the payment and review the terms first.

Common issues and fixes

• If checkout payment is missing from Money, check the owning plugin record and sync health.
• If the customer paid a deposit, confirm whether remaining balance should be invoiced, charged later, or collected manually.
• If a refund state is unclear, review both the payment status and the plugin record before messaging the customer.

Faster Money overview

For how pay-now activity sits beside invoices, quotes, bill pay, and payouts, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Print-on-demand storefront

For how a paid commerce checkout can trigger fulfillment while still showing up as pay-now activity tied to the customer and owning workflow, read the print-on-demand storefront article. Sell Merch Without Inventory: Print-on-Demand on Your Own Site.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of collect pay-now payments from plugins with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that shows the manual path, the Faster AI prompt, and the review step before anything is saved, sent, paid, refunded, or published.

Related help

• Create a checkout link
• Use deposits and partial payments
• Handle paid webinar registration