# Create a receivable invoice from a PDF

Upload or drop a PDF on New invoice; extraction fills the AR draft; Save as product on custom lines.

On **New invoice**, click the upload note or drop a PDF. Cortena extracts customer and lines into a draft while the list shows the invoice as processing.

**Who this is for:** Anyone creating a sales invoice in Receivables from an existing PDF (without typing every line by hand).

## 1. Upload

1. Open **Receivables → Invoices → New invoice**.
2. Click the note at the top **or** drop a PDF onto the create screen.
3. The invoice appears in the list immediately as **Processing**. You can open it while extraction runs; the detail pane shows the same translucent processing overlay as payables.

## 2. What extraction fills

| Field | Behaviour |
| --- | --- |
| Invoice number | Number printed on the document (not the Receivables number sequence) |
| Customer | Extracted recipient: match by VAT, then unique name; otherwise Cortena creates a customer |
| Lines | Match products by code or unique name; other lines stay **custom** |

The uploaded PDF stays the draft preview. When you later issue, Cortena still produces the legal issued PDF as usual. If the file is not already an e-invoice, issuing can offer to add e-invoice data without redrawing the pages.

## 3. Finish the draft

1. When extraction finishes, the draft editor opens.
2. On a custom line, use **Save as product** to add it to the catalog and link the line.
3. Complete customer, VAT, and workflow steps as for any receivable draft.

If your AR workflow has a **Manual upload** step connected to **Assign invoice tenant**, matching recipient rules can move the draft to the right entity before the workflow continues.

## Tips and limitations

- Extraction for receivables does **not** run payable booking-account matching.
- Related: [Accounts receivable](https://help.cortena.ai/guides/advanced/accounts-receivable), [Assign invoice tenant](https://help.cortena.ai/guides/workflows/assign-invoice-tenant).

## Quick reference

| Task | Where |
| --- | --- |
| Upload PDF | Receivables → Invoices → New invoice |
| Save as product | Custom line on the draft |