View your list of draft and scheduled payments

From the menu, click on Payments to access the Payments list page.

The Payments list page shows all payments and their current status (either Draft, Unscheduled or Finalised). From here you can click on the Payment date to view the Payment details page for Finalised payment (these are payments which have already been scheduled). From the Payment details page you can view, manage and track payments for each investor.

For Draft payments, clicking on the Payment date will take you back into the payment setup page.

You can delete a payment by clicking on the delete link next to the payment you wish to delete.

You also have the ability to download a CSV file of the payees for scheduled payments. On the Payments list page, click the Download CSV link for the payment record you want to review. The CSV file will provide a list of the payees for that payment.