Accounts receivable

Create and bill outbound invoices from Cortena using a master spreadsheet for products, customers, and subscriptions. Schedule recurring billing or use Bill now for immediate invoices.

Who this is for: Finance teams issuing customer invoices (SaaS fees, retainers, project billing) who want scheduled billing with correct VAT treatment.

1. Products and pricing

Products live in your Accounts Receivable master spreadsheet (Products sheet) and appear under Receivables → Products.

Each product has:

• Name and description
• Net price and currency
• Tax regime · domestic, cross-border EU, reverse charge, etc.

Sync the spreadsheet from Settings → Integrations or the Receivables workspace to refresh products after edits.

2. Subscriptions

The Subscriptions sheet links a customer to a product with a billing rhythm:

• Monthly, quarterly, or annual period
• Next bill date · when Cortena generates the next invoice
• Optional discounts or usage-based lines (when configured)

View active subscriptions in Receivables → Subscriptions.

3. Bill now vs scheduled billing

Bill now opens a confirmation with VAT preview before the receivable is created. Check net, VAT, and gross match your expectation for the customer's country.

4. Issuer details and EU VAT

Outbound VAT depends on your tenant legal profile (legal name, address, VAT ID) and the customer's country. Cortena validates EU VAT IDs where applicable.

Configure issuer fields under Settings → Tenant. See Tenant and legal profile.

5. After an invoice is created

Generated receivables appear in Receivables with normal workflow (review, approve, export). Pulse Run insights cards show issued and paid volumes when enabled.

Quick reference