What belongs here, and what does not

This page is for money no document will ever cover. If an invoice will be issued, use a recurring invoice; if you are planning when an existing invoice gets paid, that is the invoice's planned payment.

There are three similarly named features in the system. It is worth picking the right one, because an item filed in the wrong place is counted twice in the forecast.

• Planned cash flow (this page) – there is and never will be a document: tax, grants, dividends.
• Recurring invoice – a template the system uses to issue real invoices on a schedule. In the forecast, invoices not yet issued come from the template and issued ones count as invoices, so the same amount never appears twice.
• Planned payment on an invoice – the expected payment date of one specific existing invoice.

This is why you cannot add a partner here: an item with a partner will sooner or later bring an invoice, and the plan and the real invoice would add up.