Payments connect your offers, invoices, customer portal, refunds, and bill pay into one operating area. Start by confirming the business settings and review rules your team will use before money starts moving.

What this guide helps you do

• Understand the payment areas available in the Money workspace.
• Confirm customer-facing portal links and internal approval responsibilities.
• Know what Faster AI can prepare and what still needs explicit human confirmation.

Before you start

• Confirm your business name, billing contact, currency, tax language, and customer portal route.
• Decide who may create invoices, send quotes, record payments, approve bills, and issue refunds.
• Have a test customer or safe internal customer ready for the first walkthrough.

Do it manually

1. Open Money from the app navigation.
2. Review the available workspaces: Revenue, Get Paid, Pay Bills, and Payouts when enabled.
3. Open settings or setup prompts for payment, portal, reminder, and sender details.
4. Create a small draft invoice or quote for an internal test customer.
5. Preview the customer portal link before sharing it outside the team.
6. Confirm team roles and approval expectations before using refunds or bill pay.

Ask Faster AI

• Review my Money setup and list anything missing before I send the first invoice.
• Prepare a safe first invoice test plan with a draft customer, portal preview, and review checklist. Do not send it.
• Explain which Money actions need my explicit confirmation before they change a document, collect payment, or issue a refund.

Review before saving, sending, paying, or refunding

• Do not send customer-facing payment links until the portal page, amount, due date, and customer name are correct.
• Do not ask AI to record or refund money without confirming the exact document and amount.
• Keep bank details, payment credentials, and private payment references out of public notes and emails.

Common issues and fixes

• If Money is empty, start with Get Paid and create a draft invoice or quote.
• If customer portal links are unavailable, send the invoice first and refresh the document.
• If an action is blocked, check permissions and whether the document is still in a draft or closed state.

Faster Money overview

For a broader view of where payment setup fits into quotes, invoices, bill pay, and payouts, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of connect payments for your business with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Create an invoice from Money
• Create and send a quote
• Set up bill pay