Revenue shows how money is coming into the business across invoices and pay-now activity from offers, bookings, webinars, courses, events, or other plugins. Use it to understand activity before drilling into a document, order, registration, or customer record.

What this guide helps you do

• Compare invoice revenue with pay-now checkout activity.
• Review collected, refunded, outstanding, and source-level signals.
• Find the right next place to investigate: Money document, Customer 360, or the owning plugin.

Before you start

• Know the date range or business question you are investigating.
• Confirm whether the activity came from an invoice, checkout, booking, webinar, course, or another plugin.
• Refresh Money if a payment or refund was just processed.

Do it manually

1. Open Money and choose Revenue.
2. Review revenue summary, source mix, recent activity, and any charge or checkout source groups.
3. Open the related invoice, customer, or plugin record when a row needs detail.
4. Check refunds or adjustments before treating a source as final revenue.
5. Use Customer 360 for relationship context when follow-up is needed.
6. Create follow-up work only after confirming the source record and customer.

Ask Faster AI

• Summarize revenue activity this week and separate invoice revenue from pay-now checkout activity.
• Show me refunded or partially refunded pay-now activity that needs review.
• Explain which revenue sources changed today and where I should inspect the underlying records.

Review before saving, sending, paying, or refunding

• Do not edit plugin records from a revenue summary alone.
• Do not create an invoice just to represent a pay-now checkout item that already exists.
• Confirm refund and charge status before contacting the customer.

Common issues and fixes

• If activity is missing, check the owning plugin or the Money sync status.
• If revenue seems duplicated, compare invoice records and pay-now source records before acting.
• If source labels are unclear, open the related plugin or customer record for context.

Faster Money overview

For how Revenue fits with Get Paid, Pay Bills, and Payouts, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Cash-flow dashboard rhythm

For how revenue differs from payment and bank deposits when reading cash flow, read the cash-flow dashboard article. Reading Your Cash Flow: Payouts, Deposits, and the Money Dashboard.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review revenue and pay-now activity 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
• Take deposits for bookings
• Handle paid webinar registration