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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
- Open Money from the app navigation.
- Use Revenue for collected revenue, outstanding work, and pay-now activity from plugins.
- Use Get Paid for invoices, quotes, credit notes, recurring invoices, payment reminders, and customer portal links.
- Use Pay Bills for vendor bills, bill inbox review, approvals, vendors, and payment runs.
- Use Payouts when payout visibility is enabled for your organization.
- 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
- Review customer money history
- Manage roles for content and Money
- Collect pay-now payments from plugins
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- 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.