Use the Faster Money dashboard

Faster Money brings customer payments and business money work into one operating view.

Scan money status

1. Open Faster Money or Payments.
2. Review recent invoices, incoming payments, payouts, bill pay items, and exceptions.
3. Use filters to focus on unpaid, overdue, failed, or pending items.

Open source records

1. Open the invoice, customer, bill, or transaction behind each item.
2. Check activity history before acting.
3. Use notes and tasks when a teammate needs to resolve an issue.

Review regularly

1. Check the money dashboard on a consistent schedule.
2. Reconcile exceptions before they become customer issues.
3. Keep billing work connected to customer and vendor context.

Good to know

• Faster Money is for operating clarity, not only payment collection.
• Use status filters for daily review.

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