Stale partial payment: review the remaining invoice balance
A partial payment can leave an invoice balance open. Before following up, check whether a later payment, credit or agreed payment schedule explains it.
Prepare the six fields
Use the current remaining balance, the invoice status and the most recent applicable payment date. Preserve the currency; do not add balances in different currencies together. Missing or invalid dates reduce what a CSV can establish.
Read a flag as a review prompt
CAVOA can highlight a stale part-paid balance from your supplied invoice fields. It cannot determine from those fields whether the customer has disputed the charge, paid outside the source system or agreed a new schedule. Review the matched row and the rule explanation.
Verify in the source
Check payment allocations, credits, refunds and any agreement. Mark uncertain when the evidence is incomplete. Recording an action or a lower CSV balance does not prove recovered cash.
Keep an audit trail
Use Revenue Health to understand coverage and the Action Center to organize reviews. Verified recovery requires appropriate source evidence and a separately commissioned workflow. Automated recovery is not active for this beta.
See the synthetic example · Prepare a minimized CSV · Supported checks
Related guides
Source-system guidance
Stripe Invoicing documentation · Stripe pilot status · QuickBooks CSV and pilot status · Xero CSV and pilot status
CAVOA. Product scope reviewed . No customer results or recovery claims are implied.