# Accounts receivable

Receivables capabilities (roadmap and current scope).

Create and bill **outbound invoices** from Cortena using a master spreadsheet for **products**, **customers**, and **subscriptions**. Schedule recurring billing or use **Bill now** for immediate invoices.

**Who this is for:** Finance teams issuing customer invoices (SaaS fees, retainers, project billing) who want scheduled billing with correct VAT treatment.

## 1. Products and pricing

Products live in your **Accounts Receivable master spreadsheet** (Products sheet) and appear under **Receivables → Products**.

Each product has:

- **Name** and description
- **Net price** and currency
- **Tax regime** · domestic, cross-border EU, reverse charge, etc.

Sync the spreadsheet from **Settings → Integrations** or the Receivables workspace to refresh products after edits.

## 2. Subscriptions

The **Subscriptions** sheet links a **customer** to a **product** with a billing rhythm:

- Monthly, quarterly, or annual period
- **Next bill date** · when Cortena generates the next invoice
- Optional discounts or usage-based lines (when configured)

View active subscriptions in **Receivables → Subscriptions**.

## 3. Bill now vs scheduled billing

| Action | When to use |
| --- | --- |
| **Scheduled billing** | Cortena creates invoices on the next bill date automatically |
| **Bill now** | Issue an invoice immediately · mid-cycle upgrade, one-off catch-up |

**Bill now** opens a confirmation with **VAT preview** before the receivable is created. Check net, VAT, and gross match your expectation for the customer's country.

## 4. Issuer details and EU VAT

Outbound VAT depends on your **tenant legal profile** (legal name, address, VAT ID) and the customer's country. Cortena validates EU VAT IDs where applicable.

Configure issuer fields under **Settings → Tenant**. See [Tenant and legal profile](https://help.cortena.ai/guides/get-started/tenant-legal-profile).

## 5. After an invoice is created

Generated receivables appear in **Receivables** with normal workflow (review, approve, export). Pulse **Run insights** cards show issued and paid volumes when enabled.

## Quick reference

| Task | Where |
| --- | --- |
| Manage products | Receivables → Products · master spreadsheet |
| Subscriptions | Receivables → Subscriptions |
| Bill immediately | Subscription or customer → **Bill now** |
| Issuer VAT / address | Settings → Tenant |
| Scheduled billing | Automatic on **next bill date** |