To send dividend statements to investors once you have paid them:
- From the Payment details page click on the blue number next to Direct credit to go to the Direct credit details.
- In the Direct credit table, if an ABA file has been uploaded or if a single payment has been set to Paid, the Send unsent statements and mark as sent button will turn green and a link to Statements unsent will be visible. To see a preview of the email which includes the dividend statement for the investor, click Statement unsent.
- Click Send unsent statements and mark as sent. You will see a confirmation message. Confirm by clicking on I understand, send statements and download collated pdf. Investors with an email will be notified immediately by email.
Once statements are sent the Statements unsent link will change to a Statements sent link and will show a batch number link, which displays all the statements sent in that batch.