Payment Recovery
Payment Recovery lists invoices that needed a retry, and whether the payment was eventually recovered. Only sources that report retry data feed it; today that is Stripe.
What the report answers
Which invoices needed more than one payment attempt, and did the money come back? The population is every invoice with more than one attempt whose invoice date falls in the range; a single-attempt invoice, paid or not, never appears. "Recovered" is derived at sync time the same way for every source: more than one attempt and status paid, regardless of what the provider itself says about recovery.
The PMPro Offline connector's pending orders are stored with a fixed attempt count of 1, so none of them ever reach this report, and the Manual source produces no invoices at all. That is what "Reflects providers that report retry data." means in practice: Stripe is the report's real source today.
Summary cards
| Card | What it shows |
|---|---|
| Recovery rate | "The share of failed payments that were successfully recovered within 90 days." Recovered invoices divided by all retried invoices in the range, times 100, to one decimal; an em dash when there are no retried invoices in the range. |
| Recovered revenue | "Money recovered from previously failed payments in the last 90 days." The amount paid on invoices flagged recovered, converted to the display currency. |
| Not yet recovered | "Money from failed payments that is still unpaid and not yet recovered." Amount due minus amount paid on retried invoices whose status is open, converted. |
All three cards are computed over the selected range, though their tooltips mention 90 days, which describes the Dashboard's own stored recovery figure rather than this report's cards.
Filters
| Field | What it does | Default |
|---|---|---|
| Date range | Filters on the invoice date. Backward presets, default Last 12 months or the saved preset. On screen: "see Date ranges, grouping, sorting and search" | |
| Search | Matches the customer's email only (contains match). On screen: "Search" |
There are no filter chips at all on this report.
Columns
| Column | What it is |
|---|---|
| Customer | Opens the customer drawer; shows the customer's email. |
| Invoice | The provider's own invoice id, plain text. |
| Amount due | Money, summable. |
| Amount paid | Money, summable. |
| Attempts | Whole-number payment attempt count. |
| Status | The invoice status word exactly as the source supplied it, lower-case (for Stripe, values such as "paid" or "open"), with no label mapping or pill. |
| Invoice date | The date the invoice was raised. |
Sorting and grouping
Invoice date, Amount due and Amount paid are sortable; the default order is invoice date, newest first. Group by offers only "Month": a collapsed accordion by invoice month, newest first, totaling Count, Amount due and Amount paid per month.
The drawer
The Customer cell opens the customer drawer, with lifetime value, active subscriptions and payment history. See Customers and the customer drawer for its full contents.