Transactions

Transactions keeps your firm’s capital call records — investors see only their own.

• What’s recorded: Investor, Fund, Call #, Due, Amount, Pay link (from your bank or payment provider — paid straight to the fund)
• Steps: Draft → Issued; Issued → Paid / Overdue / Waived; Overdue → Paid / Waived. The database only allows these moves.
• Investor emails go out when a record reaches: Issued, Overdue.
• Use + New to add one, click a row to open it, and Export CSV to download. Every change is in the Audit trail.