# Payment advice: soft-delete and CRM re-sync

Soft-delete payment advices and re-sync from CRM search.

**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.

**Who this is for:** AR ops cleaning up duplicate or bad imports and teams that re-import corrected payment advices from HubSpot email archives.

Related: [Payment advice CRM and HubSpot import](https://help.cortena.ai/guides/advanced/payment-advice-crm-hubspot) and [Payment advice workspace](https://help.cortena.ai/guides/advanced/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](https://help.cortena.ai/guides/advanced/payment-advice-crm-hubspot).
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](https://help.cortena.ai/guides/advanced/payment-advice-workspace).

## Quick reference

| Task | Where |
| --- | --- |
| Hide bad PA | Payment advice → **Delete** |
| Find deleted | **Search in CRM** |
| Re-import | **Re-sync** on CRM hit |
| Normal lists | Deleted hidden by default |