Path: "Investments" > Selection of the investment
Note: In order to manually mark the payin for an investment, at least one investor must have completed the subscription process.
After the subscription process has been completed, you can see the status and details of each investment in the "Investments" overview in go. By selecting an investment through its reference ID, you can record that the payment for the investment has been received through the "Record payin" field.
Manually Record Payment
Video - 22 sec.
Steps for Manual Recording payins:
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In the "Investments" section, choose the desired investment using its unique reference ID.
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If the status of the investment is "pending", you can confirm the recently received investment by using the "Record Payin" field.
- In the next step you will need to provide the date the payin was received as it will be used to calculate the payouts.
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The status of the investment should now be updated to "active."
If the status of the investment is „waiting for approval”, then the payin can not be set, as the emission has activated the setting for manual acceptance of investments. More information on this setting can be found here.
We hope this information was helpful. If you have any further questions, please feel free to contact our support team.