Find and fix billing problems in Finance & Ops

Use the Collections page (Finance & Ops) to see what customers owe, chase failed and overdue payments from one queue, and jump to the deposit, refund or dispute that needs attention.

In the sidebar, open Sales & Billing, then Collections. The page address is /finance/ops, and the page heading reads Finance & Ops.

This page is for the office. It answers the everyday money questions in one place and gives you a queue of payments to chase, so you do not have to open invoices one at a time.

Before you start

• Your role needs the finance operations permission. Some cards also need permission to view deposits, disputes or payment events; a card you cannot see is simply hidden.

Steps

1. Start with Office Answers. The cards answer What is owed?, What is unapplied?, What was refunded?, Deposit vs credit? and What failed and why? with today's totals.
2. Scroll to Collections Follow-Up. Use Open overdue invoices, Open payments ledger, Open refunds or Export payment report to go straight to the full list.
3. Work the Payment recovery queue. Each row is a card payment that failed, expired or needs the customer to act. On a row, press Open invoice to see it, Collect payment to open the payment window (its Cash, cheque or e-transfer tab records cash, a cheque or a bank transfer), Charge saved card if the customer has a card on file, or Send payment link to email them a way to pay.
4. Work the Overdue invoice queue the same way. When you want Nova to keep chasing on a schedule, press Open payment reminders; see Send payment reminders automatically.
5. Scan Priority Diagnosis. Each card names one problem, such as Disputes need review or Recurring billing needs attention, and its Open queue button takes you to the right page.

What you see

• Payment Collection Reporting shows how customers are paying: how much is staff-recorded versus paid by the customer, which pages payments come through, and how many payments have a receipt.
• Reconciliation watchlist under Collections Follow-Up lists payments recorded by hand that are missing a reference or deposit details, so the books can be tied out.
• Operations Dashboard counts Nova Payments deposits, Disputes, Webhook events, Recurring billing status, Scheduled billing and Refund events, each with a link to its own page.
• Accounting Snapshot at the bottom keeps the current totals in view while you work.

If something looks different

• The page says no urgent billing issues are visible: nothing needs you right now, or your role cannot see the queues where the problem sits.
• The row has no Collect payment, Charge saved card or Send payment link buttons: your role cannot collect payments. The panel reads No saved cards when the customer has no card saved for future charges. See Save a customer's card for future charges.
• A section says some diagnostics are unavailable: one of the payment services did not answer. The linked pages still work; try again in a minute.

Open Finance & Ops