Forward payable to receivable

From a payable invoice, create one or more receivable drafts for your customers, splitting lines by percentage or net amount, allowing under-allocation, optional margin, and (in multi-entity setups) choosing a child AR tenant when the current entity has children.

Related: Accounts receivable and Editing invoices.

1. Start forward from payable detail

1. Open a payable in the combined invoice view.
2. Open the ⋮ menu → Create receivable invoice (full invoice or selected lines).
3. In the forward lightbox:
   • Add one or more customers (search chips).
   • For each line, allocate % or net amount per customer.
   • Optionally add margin or extra products before create.

Multi-entity: If your tenant has child AR entities, pick the target receivables tenant for the new drafts.

2. Under-allocation and totals

• Under-allocation is allowed. You do not have to forward 100% of the payable.
• The lightbox shows per-line allocated totals and grand forwarded % so you can see what stays on the payable side.
• Cortena creates one receivable draft per customer with that customer’s share of lines and amounts.

Example: One supplier line €1,000 → Customer A 60% (€600), Customer B 40% (€400) → two AR drafts.

3. After create

1. Payable detail shows chips linking to each forwarded receivable draft.
2. Open each AR draft to adjust branding, due date, workflow, and issue.
3. Margin lines appear on the receivable side as configured in the forward step.

Workflow Route payable to receivable (move/copy) is a separate automation path; this article covers the manual forward action from payable detail.

Tips and limitations

• Requires permission to create receivables and view the source payable.
• Each customer share is a draft until your AR workflow issues it.
• VAT and product mapping follow receivable compose rules; verify lines before issue.

Quick reference