Paid invoice to payment advice and banking links

On receivable invoice detail, header actions Open payment advice and Open in Banking appear when Cortena has linked a payment advice and/or bank transaction, not only when status is Paid. Jump to the same destinations as from Open items deep links.

Related: Open items and payment write-back staging and Bank reconciliation.

1. When header links appear

Open a receivable in the combined invoice view. In the header strip:

Buttons can appear before status shows Paid if links exist early (for example after reconciliation, before workflow marks paid).

2. Open payment advice

1. Click Open payment advice.
2. Cortena opens the Payment advice workspace (or lightbox, depending on context) on the linked document.
3. From there use Preview, Emails, Activity, Sync to weclapp, etc.

Payment advice detail also shows bank cards when matches exist via invoices on the advice lines, not only from the bank-first path.

3. Open in Banking

1. Click Open in Banking.
2. Cortena navigates to Banking with the linked transaction selected (same behavior as open-items bank deep links).
3. Compare payment reference text to invoice number and payment advice references.

Works when payment was applied via Payment advice auto-settle or manual confirm without a prominent list badge.

Tips and limitations

• If a button is missing, no link is stored yet. Complete bank reconciliation or payment advice matching first.
• Multiple advices: Cortena opens the primary linked advice. Use Receivables → Payment advices search for others.
• Related: Accounts receivable, Open items.

Quick reference