Track payouts and deposits

Payout and deposit tracking helps owners understand what has been collected and what is still pending.

Find payout status

1. Open Faster Money and review incoming payment activity.
2. Filter by pending, completed, failed, or date range.
3. Open source invoices, bookings, or checkout payments when details are needed.

Investigate differences

1. Compare payment date, payout timing, refunds, fees, and adjustments.
2. Use customer records to understand the business context.
3. Create a task when someone needs to reconcile or explain a difference.

Use reports

1. Review payouts on a consistent schedule.
2. Export or share summaries when finance needs them.
3. Keep money review separate from customer support messages.

Good to know

• Payout timing can differ from customer payment timing.
• Look at the source record before changing status manually.

Use this guide as a starting point, then adjust the setup to match how your team actually works with customers.