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Generate payments

Generation creates one payment for each active beneficiary of the transfer's programme.

Prerequisites​

  • The transfer is Planned, in Preparation, Validated or In progress. A completed, cancelled or rejected transfer no longer accepts generation.
  • The programme is active.
  • Required right (Settings → Roles): Exécuter les paiements.

Run it​

  1. Side menu: Cash Transfers → Transfers.
  2. Open the transfer.
  3. In the quick actions, click Generate payments.

What the system does​

  1. It takes the programme's active beneficiaries. Only households are covered: caregivers have their own cycles.
  2. If the programme has no beneficiaries yet, it creates them from the households eligible for the programme that have a mobile money account.
  3. It creates one Pending payment per beneficiary, for the transfer's amount per beneficiary. Everyone receives the same amount.
  4. Each payment gets a reference from the Référence Paiement naming rule (default PAI-YYYY-NNNNNNNN).
  5. It updates the total planned amount.

A Planned or Validated transfer then moves to Preparation. An already validated transfer must therefore be validated again.

Incremental generation​

Generation can be run again. Beneficiaries who already have a payment in the transfer are skipped; only new ones get a payment. The Add new beneficiaries button does exactly that.

Check before validation​

  • The number of payments matches the expected beneficiaries.
  • The total planned amount is right.
  • The operator account is the right one.

The SIG does not let you change a payment amount, nor add or delete a payment by hand. To leave a beneficiary out, change their status in the registry before generating.

Next step​

Transfer validation