Use the Faster Money dashboard

The Money dashboard gives you a working view of receivables, documents, outbox status, bills, dunning, recurring work, and payment runs.

What this feature is for

• The Money dashboard gives you a working view of receivables, documents, outbox status, bills, dunning, recurring work, and payment runs.

When to use it

• You manage invoices, quotes, credits, payments, refunds, or bill pay.
• You need financial workflow status before customer follow-up.

Do it manually

1. Open Money.
2. Review metric strip and document filters.
3. Open AR analytics, AP summary, dunning, recurring, outbox, or payment runs as needed.
4. Refresh before taking action.
5. Open individual documents for final decisions.

Ask Faster AI

Review my Money workspace. Summarize invoices, quotes, outstanding balances, bill pay, outbox health, and what needs attention today.

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.

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Related help

• Review AR analytics
• Review Money outbox status