---
id: SCR-ACC-TRX-014
title: Settle invoices
route: '/console/{tenantId}/accounting/payments/receive'
surface: console
product_area: accounting
module: transactions
revision: 1
status: draft
design_intent: proposed
implementation_evidence: observed
inference: []
source_sha:
  services-accounting: f47cb263875bbc0c5640fba7dae6785ec32695f8
  react-console: baf6dae382d6f41dce976c7f848667ccc37e076f
purpose: >-
  Combine available customer value and new collection to settle outstanding
  billing.
supports:
  - JNY-ACC-TRX-001
  - JNY-ACC-TRX-002
  - JNY-ACC-TRX-003
  - CAP-ACC-TRX-006
  - CAP-ACC-TRX-007
  - CAP-ACC-TRX-008
  - CAP-ACC-TRX-009
  - CAP-ACC-TRX-017
permission: >-
  accounting.payments.create (the console’s payments.receive alias), with
  accounting.settlements.create and accounting.credit-applications.create for
  the settlement
entry_from:
  - The financial explorer entry menu
  - '/console/{tenantId}/accounting/invoices/{invoiceId}'
  - Contact or organization financial navigation
exits_to:
  - '/console/{tenantId}/accounting/settlements/{settlementId}'
  - '/console/{tenantId}/accounting/payments/{paymentId}'
  - '/console/{tenantId}/accounting/invoices/{invoiceId}'
displays:
  - field: Selected customer or payer context and remaining customer debt.
    source: summarizeCustomer (DOM-ACC-TRX-005)
  - field: Outstanding invoices ordered from oldest to newest with remaining amounts.
    source: listOpenInvoices / describePayableInvoices
  - field: Available credit and unapplied receipt money.
    source: listOpenCredits; listUnappliedPayments
  - field: >-
      Collection method, value, reference, destination account, batch and quoted
      card fee.
    source: Books payment methods and accounts; describePayableInvoice for the fee
  - field: Hosted electronic collection fields.
    source: getPaymentClientSideInfo; createStripeSetupIntent
actions:
  - label: Review Settlement
    operation_id: 'none: local validation and review'
    permission: accounting.payments.create
    confirm: false
  - label: Settle
    operation_id: settle
    permission: >-
      accounting.settlements.create + accounting.payments.create +
      accounting.credit-applications.create
    confirm: true
  - label: Allocate an unapplied payment
    operation_id: allocatePayment
    permission: accounting.payments.update
    confirm: false
  - label: Settle More Invoices
    operation_id: 'none: resets the screen'
    permission: accounting.payments.create
    confirm: false
states:
  - loading
  - empty
  - error
validation:
  - BR-CAP-ACC-TRX-006-11
  - BR-CAP-ACC-TRX-009-12
  - BR-CAP-ACC-TRX-009-02
  - BR-CAP-ACC-TRX-009-08
  - BR-CAP-ACC-TRX-006-02
patterns:
  - Full PageLayout
  - Customer picker
  - Credit-first distribution table with oldest billing first
  - Batch select using eligible open-batch defaults
  - Hosted collection-entry dialog
  - Settlement review dialog
  - Result summary
component: >-
  components/accounting/payments/receive-payment-screen.tsx
  (ReceivePaymentScreen)
evidence:
  - >-
    react-console at baf6dae3:
    components/accounting/payments/receive-payment-screen.tsx,
    receive-payment-model.ts, settle-currency.ts, card-entry-dialog.tsx,
    card-payment-flow.ts; lib/accounting/transactions/http/settlements.ts,
    card-fees.ts, payments.ts.
controls: [TC-IAM-001, TC-IAM-002, TC-IAM-004, TC-IAM-005, TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-005, TC-AZ-006, TC-TEN-001, TC-TEN-002, TC-TEN-003, TC-CRY-001, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-001, TC-LOG-002, TC-LOG-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-VEN-001, TC-VEN-002, TC-VEN-003, TC-PRV-001, TC-PRV-002]
---
# Settle invoices

## What the Screen Is For

Combine available customer value and new collection to settle outstanding billing.

## What It Shows and Lets People Do

The distribution surface places credit first and then receipt money against outstanding billing, with staff-adjustable amounts. Review validates one currency and eligible destinations; hosted fields collect electronic payment information.

## States and Errors

Definite collection failure releases pending applications, but earlier quotation conversion may remain. An uncertain outcome leaves the operation pending and exposes its result for follow-up.

## Patterns It Must Respect

The frontmatter names the components and layout actually used. Confirmation behavior is action-specific, including inline review and direct submission where implemented. The contract records the current console behavior without declaring an approved visual baseline.