On Receivables → Customers, open a customer to see open balance totals and invoice activity in the middle pane, with payment advice and banking context in the right pane, linked through matched receivable invoices.
1. Open balance totals (middle pane)
When you select a customer:
| Metric | Meaning |
|---|---|
| Invoiced | Total issued receivable volume (period scope as shown) |
| Settled | Amounts marked paid / applied |
| Open | Remaining open balance |
Totals update from receivable invoice payment state in Cortena.
2. Invoice activity (middle pane)
Below totals, Invoice activity lists receivable invoices for the customer (paginated):
- Invoice number, date, status, open amount
- Click a row to open the receivable in the workspace
Use this list for dunning prep and to confirm which invoices still appear open.
3. Payment advice and bank (right pane)
The right pane surfaces related payment advices and bank transactions discovered via linked invoices (not a separate CRM search):
- Open a payment advice preview or jump to the full Payment advice workspace
- Open the matching Banking transaction when a bank link exists
This complements invoice-header links documented in paid-invoice payment advice and banking guides when those articles are published.
Tips and limitations
- Open balance reflects Cortena receivable state; external ERP (WeClapp) may differ until sync completes.
- Very large histories paginate. Use invoice search on Receivables → Invoices for a specific number.
Quick reference
| Task | Where |
|---|---|
| Customer 360 | Receivables → Customers → select customer |
| Open amount | Middle pane → Open |
| Invoice list | Middle pane → Invoice activity |
| PA / bank | Right pane cards |