Money actions can trigger follow-up work in other parts of Faster, such as customer activity, reminders, and reporting. The outbox status helps an operator see whether recent Money events are waiting, processing, or need attention.

What this guide helps you do

• Understand when Money activity is still syncing.
• Know when to refresh, retry later, or ask an admin to investigate.
• Avoid telling customers that a payment, refund, or reminder succeeded until the workspace shows the final status.

Before you start

• Know the document or payment you are checking.
• Refresh Money once before treating a status as stuck.
• Use this view for operational health, not as a replacement for document-level review.

Do it manually

1. Open Money and use Money AI or the operational status area when available.
2. Ask for the latest Money outbox or sync health.
3. Check whether recent document, payment, refund, reminder, or reporting events are pending or failed.
4. Open the affected document and confirm its visible status.
5. If an item appears stuck, note the customer, document number, action, and time before escalating.

Ask Faster AI

• Check Money sync health and tell me whether recent invoice and payment actions are still pending.
• Review Money outbox status for failed items and summarize what a business user should verify next.
• Tell me if it is safe to retry this reminder or whether I should wait for the current action to finish.

Review before saving, sending, paying, or refunding

• Do not mark a payment, refund, or customer notification successful unless the Money document shows the completed state.
• Avoid retrying the same financial action repeatedly without checking whether the previous attempt is still processing.
• Escalate with document number and timestamp instead of internal implementation details.

Common issues and fixes

• If an action is pending, wait briefly and refresh before retrying.
• If a status is failed, review the affected document and check whether a safe retry exists.
• If several actions are delayed, treat it as an operational issue and pause customer-facing follow-up until verified.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of review money outbox status 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

• Troubleshoot payment status
• Track invoice status
• Review AR analytics