Convert forecast payment requests

Sometimes you receive a payment for a future cost, but the transaction hasn't been created yet—so you can't match it. Convert to payment requests creates those future payment requests now, so the transaction exists immediately. This helps you match the payment right away and keep your follow-up clean.

Step-by-step guide

Open the Forecast tab

• Open Patrimony and open the rental contract you need.
• Switch to the Financial view
• Open the Forecast tab (this shows transactions that will be created in the future).

Convert a forecast item

• Select the forecast item (or period) you want to convert.
• Open the ⋯ menu and click Convert to payment requests.
• Confirm:
  • Click Confirm.

Check the result

• Go back to the open items and confirm the payment request now exists.
• If needed, you can now match the payment (see the article below).

DANGER

Convert carefully—this creates payment requests immediately. If you convert the wrong item (or convert twice), you may need to clean up duplicates manually.

Related articles

• Rent engine
• Assign a payment
• Frequently asked questions