Payment advice: soft-delete and CRM re-sync

Delete on a payment advice hides it from the normal workspace list without erasing history. Search in CRM can still find the document as Deleted in Cortena and offers Re-sync to import a fresh copy from HubSpot or your CRM source.

Related: Payment advice CRM and HubSpot import and Payment advice workspace.

1. Delete (soft)

1. Open the payment advice in Receivables → Payment advices.
2. Open the ⋮ menu or toolbar → Delete.
3. Confirm.

The advice disappears from default list tabs and search. Linked bank or invoice associations are cleared or frozen per Cortena rules so you do not double-settle.

2. Normal list behavior

• Status tabs and list search exclude soft-deleted rows by default.
• Activity on related invoices may note that a linked advice was removed.

To work the payment again, import or re-sync from CRM (next section). Delete does not remove the email from HubSpot.

3. Search in CRM → Deleted + Re-sync

1. Open Search in CRM from the payment advice area. See Payment advice CRM and HubSpot import.
2. Find the HubSpot thread or email by phrase.
3. When Cortena already has a soft-deleted copy, results show Deleted in Cortena.
4. Click Re-sync to import a new payment advice document from the source.

Use after the partner sends a corrected payment advice or when the first import matched wrong lines.

Tips and limitations

• Soft-delete is not a WeClapp delete. ERP allocations already written back stay in WeClapp until reversed there.
• Re-sync creates a new Cortena document. Review lines before confirm or settle again.
• Related: Payment advice workspace.

Quick reference