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The Money outbox shows whether money-related events are waiting, processed, or retrying.
What this feature is for
- The Money outbox shows whether money-related events are waiting, processed, or retrying.
When to use it
- A payment, refund, invoice, or credit action does not appear elsewhere yet.
- You need to check whether a workflow is stuck.
Do it manually
- Open Money.
- Review outbox status and recent events.
- Refresh the status.
- Only drain or retry if you understand the operational effect.
- Avoid recreating invoices or payments until the existing event state is clear.
Ask Faster AI
Check Money outbox health and explain whether any invoice, payment, refund, or credit event needs attention. Do not create duplicate documents.
Review before saving or publishing
- Confirm the customer, amount, due date, tax, discount, and payment terms.
- Preview customer-facing links before sending them.
- Record refunds, credits, and manual payments only after checking the latest balance.
Common mistakes and fixes
- If a document will not send, check that payment setup and customer email are complete.
- If the balance looks wrong, reopen the document detail and refresh payment applications.
- If a payment event is delayed, review Money outbox status before creating a duplicate action.
Placeholder media
- Screenshot placeholder: Replace with an annotated screenshot of review money outbox status.
- Video placeholder: Replace with a short walkthrough showing the manual path and review step.