# Customer open balance and invoice activity

Customer open balance and invoice activity on AR customers.

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.

**Who this is for:** AR collectors and account managers who need one place to see what a customer owes, which invoices moved, and related payments without jumping across Banking and Payment advice alone.

## 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 |