Payment status shows whether Cortena treats an invoice as unpaid or paid, for filters, Pulse cards, workflow branches, and treasury steps. Status can be set manually, by workflow, or automatically when a receipt is linked.
Who this is for: AP clerks tracking open payables, treasury users preparing payment batches, and anyone filtering the list by paid vs unpaid.
1. Paid and unpaid in the list
Each invoice row shows a payment status badge. Default for new payables is Unpaid until you mark paid, link a receipt, or match a bank payment.
Filter the list: Payment status → Unpaid for your open queue. Pair with Due date for overdue views.
2. Why an invoice is marked paid
Hover or open the detail tooltip to see the reason:
| Reason | Typical source |
|---|---|
| Manual | User set status on detail |
| Receipt linked | Duplicate receipt auto-matched to master invoice |
| Bank / treasury | Payment confirmed in banking or payment batch |
| Workflow | Automated step after export or approval |
3. Change payment status
On invoice detail, use the Payment status control to toggle paid/unpaid when you have edit permission.
Changing status updates list filters and Pulse counts immediately. Synced invoices may restrict some edits.
4. Receipt auto-match example
Supplier sends invoice by email, then sends a payment receipt with the same number and amount. Cortena groups them as duplicates and may mark the invoice master as Paid when the receipt arrives.
See Duplicates.
Quick reference
| Task | How |
|---|---|
| Filter open payables | Payment status: Unpaid |
| See why paid | Badge tooltip on detail |
| Mark paid manually | Detail → Payment status |
| Auto-paid via receipt | Duplicate detection on master |
| List + Pulse sync | Same filter names in URL chips |