---
title: "How to create payment proposals?"
slug: "1600421571"
updated: 2026-07-30T07:46:44Z
published: 2026-07-30T07:54:25Z
canonical: "help.ila.cegid.com/1600421571"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.ila.cegid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to create payment proposals?

- [x] PT
- [ ] ES
- [ ] AO
- [ ] CV
- [ ] MZ
- [ ] ST
- [ ] GW

- [ ] Professional
- [ ] Executive
- [x] Public Sector
- [ ] Omnia
- [ ] Evolution

---

The payment proposals materialize in the **instruction to create a payment transfer to later be sent to the bank**. Together with the concept of payment proposals, there is also the chance to perform **proposal approval flows** so that the final payment instruction can be performed after the proposal goes through the entire approval process.

To create and approve a payment proposal, follow these steps:

**Create payment proposals**

1. Access **[Marketing & Sales / Purchases / Finance] | Payables and Receivables | Payment Proposal;**
2. Select the type of document you wish to create;
3. Select the open items to include in the payment proposal;
4. Click **Save**.

**Approve payment proposals**

1. Access **[Marketing & Sales / Purchases / Finance] | Payables and Receivables | Payment Proposal | Payment Prop. Approval**;
2. Select the type of document you wish to approve;
3. Click **Update**;
4. Select the documents you wish to approve;
5. Click **Approve**.

**Note**: The payment proposal approval flow is performed using the state account transfer mechanism, and the approval flow must be defines considering the different documents and the corresponding state account transitions that occur across the entire process.