# Open items and payment write-back staging

Stage open-item payments and write back to WeClapp when linked.

**Receivables → Open items** lists receivable invoices waiting for payment application in Cortena or in **WeClapp**. Confirming a **payment advice** settlement requires a **linked bank transaction**. You can **remove** an item from the queue, and WeClapp sync prefers **Create payment application** when the linked bank account is a WeClapp bank.

**Who this is for:** AR ops reconciling incoming payments to issued invoices and teams using WeClapp for OPOS write-back after bank match.

Related: [Payment advice: Sync to WeClapp](https://help.cortena.ai/guides/advanced/payment-advice-sync-weclapp) and [Bank reconciliation](https://help.cortena.ai/guides/integrations/bank-reconciliation).

## 1. Open items queue

1. Go to **Receivables → Open items**.
2. Each row is a receivable with staged **payment write-back** (Cortena payment summary applied; external ERP step pending or in review).
3. Use row actions to **Sync to weclapp** (when WeClapp is connected and the row is eligible) or open the invoice.

Rows may originate from workflow **Awaiting payment**, payment advice settlement, or bank reconciliation links.

## 2. Payment advice: confirm settlement needs a bank link

On **Payment advice** workspace, **Confirm settlement** (or equivalent confirm action) is available only when the advice is **linked to a bank transaction**, the same gate as **Sync to weclapp** write-back.

If no bank link exists:

1. Match the incoming payment in **Banking** reconciliation, or
2. Link the payment advice to the bank transaction from the PA or bank UI.

Then return to confirm or sync.

## 3. Remove from queue

From open items or the receivable detail open-item strip:

1. Choose **Remove from queue** (or **Remove open item**).
2. Cortena sets write-back to **skipped** for that receivable.
3. If a linked payment advice was **settled**, it **reverts to processed** and Cortena clears the payment application on that receivable for that advice path.

Use this when you matched incorrectly or will handle payment manually in the ERP.

## 4. WeClapp: create payment application

When the linked bank transaction’s account is a **WeClapp** bank in Cortena:

- **Sync to weclapp** on open items or payment advice uses **Create payment application** (allocation write-back) rather than only updating Cortena state.
- External-source WeClapp invoices without a Cortena workflow strip may still expose **Sync to weclapp** from open items.

Configure WeClapp under **Settings → Integrations**.

## Tips and limitations

- Open items reflect **tenant-scoped** receivables only.
- Removing from queue does not delete the invoice or bank link. It stops write-back staging for that receivable.
- Related: [Payment advice: Sync to WeClapp](https://help.cortena.ai/guides/advanced/payment-advice-sync-weclapp), [Bank reconciliation](https://help.cortena.ai/guides/integrations/bank-reconciliation).

## Quick reference

| Task | Where |
| --- | --- |
| Review queue | **Receivables → Open items** |
| Require bank for PA confirm | Link PA ↔ bank in **Banking** |
| Stop write-back | **Remove from queue** |
| WeClapp apply | **Sync to weclapp** (WeClapp bank linked) |