Recover a failed payment or unpaid dues

Question

Member has failed payment, unpaid invoice, or due collection.

Steps

• Open Transactions, Commerce failed payments, unpaid dues report, or the member profile.
• Confirm invoice balance, due date, payment method, provider failure reason, last communication, and whether access should be blocked by policy.
• Create or update a collection task assigned to the responsible staff member.
• If online gateway is configured, create/send a payment link or retry through the supported provider path. If not configured, use approved offline collection and record real reference proof.
• After collection, verify invoice balance is zero or reduced and task outcome is logged.
• If customer disputes the amount, review invoice lines, GST, plan, add-ons, coupons, prior payments, and audit before promising adjustment.

Correct outcome

Dues recovery is attached to the correct invoice/person, payment state is reconciled, and staff follow-up history is visible.