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Run your business · Money

Money

See what is owed and what was collected

Keep invoices, payments, collections, and revenue evidence in one place.

Updated September 13, 2026 2 min read

Money helps you separate a commercial agreement, an invoice, a payment attempt, and cash received. Each figure keeps its source and current status.

Use this when

  • You need to know which accounts have an overdue invoice.
  • A proposal total does not match the value you expected to collect.
  • A payment provider returned an uncertain result.
  • Someone needs to approve a reminder or invoice action.

What you can do

  • Read recorded revenue and proposal value with their definitions.
  • Review invoice balances and collection cases.
  • Prepare provider actions that require approval.
  • Check receipts before retrying a payment or reminder.

How it works

  1. Open the relevant Money view and select the customer or account.
  2. Read the amount, currency, source, and current status.
  3. Review any dispute, promise, hold, or approval requirement.
  4. Approve a supported action only after checking its recipient and amount.
  5. Confirm the provider receipt before treating the action as complete.

What happens next

A collection decision can create reviewed follow-up work on Today. A payment result remains linked to the account and its activity history.

What to know

The revenue guide does not equal cash collected from a payment provider. Collections works only with explicitly tracked invoices and configured providers. Availability depends on workspace modules and permissions.

Next: Read revenue figures, or review collections.