Payouts and deposits help you understand when collected money is expected to reach the business. Use this view for reconciliation and follow-up, not as the only source for customer payment status.

What this guide helps you do

• Review payout or deposit summaries when enabled.
• Compare collected revenue with expected bank activity.
• Use AI to identify differences that need review.

Before you start

• Know the payment provider or collection method your organization uses.
• Open the invoice or charge when you need customer-level payment status.
• Have bank deposit records or accounting context available for reconciliation.

Do it manually

1. Open Money and choose Payouts when available.
2. Review payout summary, dates, amounts, and status.
3. Open related revenue or payment items when you need detail.
4. Compare expected payout amounts with bank deposits or accounting records.
5. Flag differences for review before changing customer-facing payment status.
6. Add notes or tasks for reconciliation follow-up.

Ask Faster AI

• Compare recent collected payments with payout summary and list differences I should review.
• Explain why this payout total may differ from invoice totals without changing any records.
• Prepare a reconciliation checklist for this week of deposits.

Review before saving, sending, paying, or refunding

• Do not use payout status alone to tell a customer whether their invoice is paid.
• Confirm bank deposits and payment applications before closing reconciliation tasks.
• Keep private banking references out of customer-facing messages.

Common issues and fixes

• If the Payouts workspace is unavailable, use invoice and payment history plus your external bank records.
• If totals differ, check timing, fees, refunds, partial payments, and pending activity.
• If a payout looks stuck, refresh and escalate with date, amount, and payment reference.

Faster Money overview

For how payouts connect back to quotes, invoices, and customer payments, read the Faster Money overview. Faster Money: Invoices, Quotes, and Bill Pay in One Place.

Cash-flow dashboard rhythm

For why paid and landed are different dates, and how payout batches explain bank deposits, read the cash-flow dashboard article. Reading Your Cash Flow: Payouts, Deposits, and the Money Dashboard.

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 track payouts and deposits 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

• Use the Faster Money dashboard
• Review AR analytics
• Troubleshoot payment status

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.