If you have received payment and all of the supporting documentation (if any) for an application for your offer, you can mark it as Ready to issue. To do this:
- From the menu, go to Offers and then click the sub-menu item Offers & Applications.
- Click on the Title of the Offer you wish to manage.
- You will see a list of Applications.
- Each Application with have a unique ID, details of when the application was Received, Investor Name and other important information.
- Select the investor
- If you require verification regarding AML/CTF you will need to Verify your investors
- Tick the check box Mark application as paid
- If you would like to send the Investor a receipt confirming that their payment has been received click Send receipt.
- This will send the receipt to the investor using the email address they provided in their application
- Once an application has been marked as Paid (or if it has been marked as Paid & Verified if AML/CTF or other supporting documentation is required) it will then show with a status of Ready to issue in the list of Applications and you can now Issue Securities to the investor.
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