Click Management > Invoices in the top navigation.

Invoices can be sent to any combination of recipients including individuals, members of a funding entity, investors in a fund, or participants in an investment.

To view an invoice, click on the name.

Displayed will be details of the invoice such as the amount, the status, when it was issued, the recipient(s), the subject (such as the investment the invoice is in relation to), and any notes. Before an invoice is paid, you also have the option to edit the invoice, send a reminder email, or manually mark it as paid.

To create an invoice, click Send New Invoice.

Follow the on screen instructions for creating the invoice, and click Send Invoice.

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