Glossary
A categorized reference for the dashboard numbers, source systems, findings, Sales Docs actions, prevention rules, and billing terms inside Velryq.
Reference map
Category
The headline numbers and queue counters shown across the recovery dashboard.
The total estimated value of active opportunities that have not been recovered or dismissed. This is the money Velryq thinks may still be recoverable.
If three open findings are worth $800, $1,200, and $500, Recoverable open is $2,500.Revenue the user has confirmed as actually recovered, with a date and optional proof note.
If a customer pays $955 after a reminder, marking it recovered adds $955 to recovered revenue.Opportunities where the next action date has arrived and the customer follow-up should happen now.
If a follow-up was scheduled for today, it appears in the Due view.Open findings created by a detection engine. Active findings exclude recovered and dismissed items.
If Velryq finds two overdue invoices and six estimate follow-ups, Active findings is 8.Records or native documents Velryq imported and scanned for the selected source.
QuickBooks records can include invoices, estimates, payments, credit memos, and customers. Sales Docs records are native estimates and invoices.The unpaid balance from open invoices in the selected source. Paid invoices, estimates, payments, and credit memos are not included.
An invoice for $10,116 with a $10,116 balance counts. A paid invoice with a $0 balance does not.Estimates still active enough to need follow-up, acceptance, PO collection, or conversion.
A sent estimate that has not been accepted or declined may still be part of the estimate pipeline.The total open value of native estimates that have not converted to invoices yet.
If Sales Docs has five sent estimates worth $27,714, the estimate pipeline is $27,714.The share of sent native estimates that have reached acceptance or conversion signals.
If 10 estimates were sent and 4 were accepted, conversion rate shows 40%.Category
Where records come from, how they are refreshed, and how Velryq separates source workflows.
The system that produced a finding. Velryq uses this to keep QuickBooks, Stripe, and Sales Docs queues separate but comparable.
A source provider can be quickbooks, stripe, or sales_documents.Imported QuickBooks accounting records used to detect open invoices, stale estimates, missing POs, duplicate risks, and credit activity.
QuickBooks invoice #03016546 can become an overdue invoice finding if it still has a balance after the due date.Imported Stripe payment records used to detect failed payments, unpaid invoices, open quotes, disputes, and refund review needs.
A failed Stripe charge can become a payment recovery finding.Native estimates and invoices created inside Velryq Sales Docs, scanned for internal billing blockers and follow-up opportunities.
An accepted Velryq estimate with no invoice can become a Sales Docs finding.Sales documents created inside Velryq instead of imported from QuickBooks or Stripe.
A native estimate can be accepted by the customer, converted to a native invoice, and paid through a Stripe Checkout link.The first sync imports available history. Later incremental syncs request records changed after the last successful sync.
A first sync may take several minutes. A later sync should be smaller unless many records changed.A background refresh that runs on a configured cadence rather than from the manual Sync or Refresh button.
A connected QuickBooks account can be scheduled to refresh every few hours.The live user workspace connected to actual source systems, separate from demo data.
Sales Docs one-click actions are only available in the live workspace.Category
The building blocks of the dashboard queue and how Velryq prioritizes work.
A recovery opportunity Velryq created from an invoice, estimate, payment, quote, refund, dispute, or native Sales Doc.
An overdue invoice can become an invoice finding. A stale estimate can become an estimate finding.A finding hidden from the active queue because Velryq detected a newer or stronger finding for the same source record.
If one estimate matches several rules, Velryq keeps the strongest one active and suppresses weaker duplicates.A score from 0 to 100 showing how strongly the rule evidence supports the finding.
An accepted estimate with PO details and no invoice may have higher confidence than a sent estimate with no response.The action Velryq recommends next based on the rule, source, and document state.
For an accepted estimate, the recommended action may be Create invoice.The editable draft message Velryq suggests for customer follow-up or internal recovery work.
A stale estimate may include a short decision follow-up message.A specific fact that contributed to the finding, such as days overdue, accepted status, open balance, missing PO, or failed payment.
Signals for an overdue invoice can include Days overdue: 31 and Open balance: $1,250.The finding has been acted on or a customer message was sent, but the revenue has not been marked recovered yet.
Sending a PO request marks the finding contacted.The finding is temporarily hidden until a future follow-up date.
If a customer asks to revisit next week, snooze the finding until that date.The finding was reviewed and intentionally removed from the active recovery queue.
Dismiss a finding if the invoice was already handled outside Velryq or the data is wrong.A finding closed with confirmed recovered amount and date.
After a customer pays, mark recovered and record the amount collected.A queue filter showing findings whose follow-up date is today or earlier.
Due is useful for the daily worklist.A download of queue findings for review, reporting, or external analysis.
Export CSV can be used for a weekly revenue recovery report.Category
Accounting-source terms that appear when reviewing imported QuickBooks records.
A QuickBooks invoice with a remaining balance. Open means the customer still owes money.
Invoice #03016546 has a $38,831 balance, so it is open until that balance reaches $0.An invoice with a remaining balance and a due date that has passed.
If today is May 23 and an invoice was due May 20 with money still owed, it is overdue.An invoice where only part of the total was paid, leaving a remaining balance that may need follow-up.
A $5,000 invoice with $3,000 paid and $2,000 remaining is a partial balance.An estimate or invoice where a purchase order appears required but no PO number was detected.
If a customer requires a PO before work can be invoiced, Velryq flags the missing PO so the team can request it.An estimate close to its expiration date that may need follow-up before the quote goes stale.
If a quote expires in a few days, a quick customer reminder can protect the opportunity.A QuickBooks document that reduces what a customer owes, usually because of a refund, credit, adjustment, or service issue.
A $2.20 credit memo means QuickBooks recorded a $2.20 customer credit or refund-style adjustment.A possible repeated invoice, estimate, credit, or refund pattern that should be reviewed before taking action.
Two similar open invoices for the same customer and project may indicate a duplicate billing risk.A signal that an estimate has customer approval, either from imported status or another acceptance signal.
An accepted estimate that was never invoiced is a direct billing blocker.A customer or internal purchasing reference required before scheduling, invoicing, or payment approval.
A commercial customer may require PO 4578 before paying the invoice.Category
Payment-source terms used by the Stripe recovery dashboard.
A Stripe invoice that still has an unpaid amount.
If a Stripe invoice is open for $199, Velryq can surface it as open revenue.A Stripe quote that has not yet been accepted, canceled, or expired.
An open quote may need a reminder before it expires.A Stripe payment attempt that did not complete before funds were collected.
A card decline can create a failed payment finding.A charge object in Stripe that failed and may need customer payment follow-up.
A failed charge can mean the customer needs a new card or payment link.Money returned through Stripe. Velryq flags refunds that may need a business reason or reconciliation.
A refund without a clear reason may point to service issues, duplicate billing, or preventable leakage.A customer dispute or chargeback that needs evidence review before the response deadline.
A dispute finding reminds the team to gather invoice, delivery, and communication evidence.The connected Stripe App relationship that lets Velryq read recovery records from the merchant's Stripe account.
If Stripe access expires or is revoked, reconnect Stripe before syncing again.A Stripe-hosted payment page used for native invoice payment collection.
A native invoice can be sent with a Checkout payment link.Category
Native estimate and invoice states used inside Velryq Sales Docs.
A quote or proposal created inside Velryq. It can be drafted, sent, accepted, declined, expired, or converted to an invoice.
A sent estimate can become stale if no customer response is recorded.An invoice created inside Velryq. It can be sent, partially paid, paid, overdue, or void.
A converted estimate creates a draft native invoice.A document still being prepared internally and not yet sent to the customer.
A draft invoice is not customer-facing until it is sent.A native document email has been sent to the customer.
A sent estimate is now waiting for acceptance, decline, or follow-up.The customer accepted a native estimate through the public response flow or acceptance was recorded.
Accepted estimates should usually be converted to invoices.The customer declined the estimate.
Declined estimates are no longer open recovery opportunities unless there is another reason to follow up.The estimate passed its expiration date without acceptance.
An expired estimate can be a follow-up opportunity if the deal may still be recoverable.A native invoice has an unpaid balance and the due date has passed.
An overdue native invoice can trigger a resend with payment link action.A native invoice has received some payment but still has an unpaid balance.
A $900 invoice with $300 paid remains partial until the remaining $600 is paid or written off.An accepted native estimate has not been converted into an invoice yet.
This is a billing blocker because the customer already said yes.An accepted native estimate has PO details available but no invoice exists yet.
This should usually become Convert estimate or Create invoice.A native invoice exists as a draft but has not been sent to the customer.
Draft not sent means revenue may be blocked internally, not by the customer.A sent native estimate has been sitting without customer acceptance or decline.
A stale estimate may need a short decision follow-up or PO request.A native estimate expired before conversion.
An expired estimate can still be followed up if the work is still relevant.Category
One-click dashboard actions that turn findings into recovery work.
Create a native invoice from a finding when an approved or billable source document has not been invoiced yet.
An accepted estimate can produce a draft invoice with one click.Turn a native estimate into a native invoice while preserving the source estimate relationship.
Convert estimate keeps the accepted estimate connected to the invoice it produced.Send a native invoice email to the customer, optionally including an online payment link when invoice collection is enabled.
Send invoice can move a draft invoice into a customer-facing sent state.Send the invoice again with an online payment link.
Use Resend pay link on overdue or partial native invoices.Send a purchase order request email from a Sales Docs finding.
The PO request modal supports To, CC, editable message text, and a styled preview.A secondary recipient list for emails sent from Sales Docs actions.
Add billing@example.com and manager@example.com in CC when a customer has multiple stakeholders.A live visual approximation of the customer-facing email body before sending.
The PO request preview shows message text, document details, total, and signature.The business-branded public page where a customer can pay a native invoice.
A resend with pay link email points the customer to the invoice payment page.Close a finding by recording the amount and date recovered.
If a $2,500 invoice is paid after follow-up, mark recovered for $2,500.Category
Rules that prevent the same revenue problem from recurring for the same customer or service.
A saved rule created from a finding to prevent future leakage before the next estimate, job, or invoice.
If a customer repeatedly delays payment without a deposit, save a deposit rule.Prevention rules attached to a customer rather than a specific document.
Amy's Bird Sanctuary may require a PO before scheduling future work.Prevention rules attached to a service or line item pattern.
Fixture bundle can be flagged as a service risk if it often leads to credits or refunds.A rule that future work for this customer should require a deposit before acceptance or scheduling.
Require deposit before approving another high-value estimate for a slow-paying customer.A rule that future work for this customer should have a PO before scheduling or invoicing.
Require PO first when the customer cannot process invoices without a purchase order.A service-level rule for offers that often cause credits, refunds, scope disputes, or rework.
Flag service risk when a particular bundle often creates refund patterns.The finding or document that caused the prevention rule to be created.
A rule may show source EST-TST-00005 so the user knows why it exists.Remove a prevention rule when it no longer applies.
Delete a PO rule if the customer no longer requires purchase orders.Category
Access tiers and plan language users see while moving through the product.
A limited workspace state for trying Velryq before full access is active.
Preview access can show limited Sales Docs behavior but block full recovery workflow actions.Access to the recovery workflow: sync, findings, actions, exports, and recovery logging.
Sales Docs finding actions require full workflow access.A plan focused on native estimates, invoices, customer records, PDFs, email sending, and native invoice payments.
Invoicing access does not necessarily include QuickBooks or Stripe recovery sync.A plan focused on recovery-source sync, findings, queue workflow, exports, and monitoring.
Recovery access can include QuickBooks and Stripe findings.A plan that includes native invoicing and recovery workflows together.
Full Platform covers Sales Docs plus QuickBooks and Stripe recovery.