# Payment advice workspace: Preview, Emails, Activity

Payment advice workspace: Preview, Emails, and 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.

**Who this is for:** AR ops processing payment advices daily and admins triaging unmatched invoice numbers after import or reprocess.

Related: [Accounts receivable](https://help.cortena.ai/guides/advanced/accounts-receivable) and [Bank reconciliation](https://help.cortena.ai/guides/integrations/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](https://help.cortena.ai/guides/advanced/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](https://help.cortena.ai/guides/advanced/payment-advice-crm-hubspot).

## 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](https://help.cortena.ai/guides/advanced/payment-advice-auto-settle) and [Payment advice: Sync to WeClapp](https://help.cortena.ai/guides/advanced/payment-advice-sync-weclapp).
- [Bank reconciliation](https://help.cortena.ai/guides/integrations/bank-reconciliation) can open the same PA in a lightbox with **Open full** to this workspace.

## Quick reference

| Task | Where |
| --- | --- |
| Browse advices | **Receivables → Payment advices** |
| Fix lines | **Preview** · match / CRM search |
| Read source email | **Emails** tab |
| Audit trail | **Activity** tab |
| Filter | List **search** · **status tabs** |