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Generate Payments

Payment generation calculates the transfers to be made for each beneficiary of a cycle.

Prerequisites​

Before generating payments:

  • The cycle must be in Planned status
  • Beneficiaries must be active
  • Payment information must be filled in (Mobile Money or bank account)

Access​

  1. Side menu: Monetary Transfers > Cycles
  2. Open the relevant cycle
  3. Click on Generate payments

Required permission: transferts.cycles_generate

Generation process​

Step 1: Beneficiary selection​

The system automatically selects:

  • All active beneficiaries of the program
  • Who have a payment method configured

Step 2: Amount calculation​

For each beneficiary:

  • Base amount = Amount defined in the cycle
  • Possible adjustments (bonuses, penalties)
  • Final amount to transfer

Step 3: Payment creation​

A payment record is created for each beneficiary with:

  • Unique reference
  • Calculated amount
  • Payment method
  • "Pending" status

Launch generation​

  1. Click on Generate payments
  2. Confirm the action
  3. Wait during processing

Generation may take a few minutes depending on the number of beneficiaries.

Result​

After generation:

  • The cycle changes to Preparation status
  • The number of payments is displayed
  • The total amount is calculated

Displayed statistics​

IndicatorDescription
Expected beneficiariesTotal number of generated payments
Total amountSum of amounts to transfer
By payment methodMobile Money / Bank distribution

Excluded beneficiaries​

Some beneficiaries may be excluded from generation:

ReasonDescription
InactiveSuspended or graduated beneficiary
No accountNo Mobile Money number or bank account
ConditionalitiesNon-compliance with conditionalities
DuplicateAlready present in another cycle

An exclusion report is available.

Regenerate payments​

If modifications are needed:

  1. Open the cycle
  2. Click on Reset
  3. Make the corrections
  4. Relaunch generation
Warning

Resetting deletes all existing payments from the cycle.

Modify an individual payment​

After generation, you can modify a specific payment:

  1. Click on the payment in the list
  2. Modify the amount or payment method
  3. Save

Add a payment​

To manually add a beneficiary:

  1. Click on Add a payment
  2. Select the beneficiary
  3. Define the amount
  4. Save

Delete a payment​

To exclude a beneficiary from the cycle:

  1. Select the payment
  2. Click on Delete
  3. Confirm

Verification before validation​

Before submitting for validation:

  • Verify the number of beneficiaries
  • Check the total amount
  • Review exclusions
  • Correct any errors