Use the Revenue Recovery Worklist

Purpose

Prioritize failed payments and understand the next recovery action without accidentally changing a customer plan.

Procedure

1. Open Revenue Recovery.
2. Search or filter by recovery status, customer, order/subscription, failure type, or next retry date.
3. Open a recovery case and review the failure reason, timeline, strategy, and next scheduled action.
4. Check whether the case is eligible for retry, pause, resume, stop, edit, or reschedule.
5. Record the decision and escalate cases that require customer or finance approval.

Confirm the result

The case should have a clearly documented next action and no conflicting scheduled recovery step.

Troubleshooting

Clear filters, verify date/time settings, and check recovery permissions. A case may be hidden when it has completed or is outside the selected date range.