Use the Revenue Recovery Worklist

Purpose

Use Revenue Recovery to find failed payments, understand their current recovery status, and open the related order for complete failure details and available actions.

Before you begin

• Confirm that you are working in the intended Demo or Live company.
• Treat customer names and payment information as sensitive.
• Do not assume that Not in recovery means a payment is eligible for every recovery action. Open the order to see which actions are available.

Procedure

1. Open Revenue Recovery.
2. Select Filters to narrow the worklist by original date, status, failure reason, amount, next retry date, or customer name or email.
3. Review the amount, original date, failure reason, status, and next retry:
   • Recovered means the previously failed payment was collected successfully.
   • Not in recovery means there is no active automated recovery campaign for the payment. A dash under Next retry means no retry is currently scheduled.
4. Open the row’s three-dot menu, then select View details.
5. Review the failure reason, failure code, failure time, and payment history on the order page. Use only the actions shown for that order.

Confirm the result

You can identify why the payment failed, whether it has already been recovered, whether another retry is scheduled, and which actions are available from the related order.

Troubleshooting

• The worklist is empty: Clear filters and verify the selected company.
• The next retry is a dash: No automated retry is currently scheduled.
• A manual Retry action is missing: The order is not currently eligible for a manual retry or the user lacks the required permission.
• Status is Recovered: No further retry is needed unless a later transaction failed.