Payment advice workspace: Preview, Emails, Activity

Receivables → Payment advices opens the payment advice workspace: Preview parsed lines, Emails (HubSpot thread), and Activity audit. List views support search and status tabs. Documents show a document kind badge and may stay in needs review when allocations do not match.

Related: Accounts receivable and Bank reconciliation.

1. List: search and status tabs

1. Go to Receivables → Payment advices.
2. Use Search (invoice number, customer, reference text).
3. Switch status tabs, for example processed, needs review, settled (labels match your workspace).

Deleted advices are hidden unless you use CRM re-sync flows. See Payment advice soft-delete.

2. Preview and document kind

Open a payment advice. Preview shows:

• Parsed tables and lines with invoice numbers and amounts.
• Match status per line (matched receivable, not found, needs review).
• Document kind badge (PDF advice, email body, HubSpot import, etc.).

Needs review persists when allocations cannot be auto-matched, including after reprocess if lines still fail validation.

3. Emails (HubSpot)

The Emails tab shows the linked HubSpot conversation when the advice was imported from CRM email:

• Subject, from, received time.
• Body snippet and attachments reference.
• Link out to HubSpot when configured.

Pair with Search in CRM for on-demand import. See Payment advice CRM and HubSpot import.

4. Activity

Activity records import, reprocess, match changes, settlement, sync to WeClapp, and delete events, similar to invoice Activity filtering.

Use Activity to see why an advice returned to needs review after reprocess.

Tips and limitations

• HubSpot tab requires HubSpot integration for payment advice source import.
• Confirm and Sync actions appear only when policy allows. See Payment advice auto-settle and Payment advice: Sync to WeClapp.
• Bank reconciliation can open the same PA in a lightbox with Open full to this workspace.

Quick reference