Payment advice: auto-settle when WeClapp already paid

When Cortena detects that WeClapp already marks the linked receivable invoices as paid, the payment advice can auto-settle: Cortena applies payment state quietly and hides Confirm settlement and Sync to weclapp because no write-back is needed.

Related: Payment advice workspace and Paid invoice payment advice and banking links.

1. When auto-settle runs

After line matching hydrates or finds WeClapp sales invoices:

1. Cortena compares open amounts and paid flags in WeClapp.
2. If every matched line is already paid in WeClapp with compatible amounts, the advice moves to a settled path without manual confirm.
3. Linked receivables update to Paid (or equivalent) in Cortena when policy allows.

Requires WeClapp integration and successful invoice hydrate for the advice lines.

2. Hidden Confirm / Sync

On auto-settled advices:

• Confirm settlement is not shown (nothing to confirm against bank if policy treats ERP as source of truth for that path).
• Sync to weclapp is hidden (no allocation left to write).

You still see Preview, Emails, and Activity. A bank link may exist for audit without a pending write-back badge.

3. Invoice header links still work

Receivable invoices updated via auto-settle may show Open payment advice and Open in Banking when links exist, even if the list did not show a write-back queue row.

See Paid invoice payment advice and banking links.

Tips and limitations

• Partial paid in WeClapp does not auto-settle the whole advice. Unmatched lines stay in needs review.
• If WeClapp data was wrong, remove open items or soft-delete and re-import after ERP correction.
• Related: Payment advice: Sync to WeClapp.

Quick reference