# Forward payable to receivable

Forward a payable into one or more receivable drafts with allocation.

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.

**Who this is for:** AP teams recharging costs to customers and AR ops who need separate drafts per customer with controlled allocations.

Related: [Accounts receivable](https://help.cortena.ai/guides/advanced/accounts-receivable) and [Editing invoices](https://help.cortena.ai/guides/invoices/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

| Task | Where |
| --- | --- |
| Forward payable | Payable detail → **⋮** → **Create receivable invoice** |
| Split by customer | Forward lightbox → add customers + % or net per line |
| Child entity AR | Forward lightbox → target receivables tenant |
| Open drafts | Payable detail chips or **Receivables → Invoices** |