Mark an application as Ready to issue

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:

1. From the menu, go to Offers and then click the sub-menu item Offers & Applications.
2. Click on the Title of the Offer you wish to manage.
3. You will see a list of Applications. Each application will have a unique ID, details of when the application was Received, Investor Name and other important information.
4. Click on the name of the Investor to go to the Offer application page.
5. If you require verification regarding AML/CTF you will need to Verify your investors
6. Tick the check box Mark application as paid.
7. 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.
8. Once an application has been marked as Paid (or if it has been marked as Paid and Verified if AML/CTF or other supporting documentation is required) it will then show a status of Ready to issue in the list of Applications and you can now Issue Securities to the investor.