Payment Status Types:
Pending: The payment is being processed
Success: The ACH payment has been processed
Mailed: The Check has been successfully mailed
Error: The payment has not been processed. (See this article to handle a failed transaction)
Blank: Payment status will only be blank if the related investor's Account has a Payment Type with one of the manual options. This is blank because payment is handled outside the system, therefore, has no status.
The steps below will walk you through where you can see the payment status for a transaction.
Step 1. Navigate to the given Project.
Step 2. Navigate to Distributions. This will display a summary view of all your historical distributions for this Project.
Step 3. Select the given distribution you'd like to check on. A side drawer will pop up, outlining some key details of the distribution.
Step 4. Select the Details button.
You will be taken to the investor transaction list for the given distribution.
Step 5. You can check the status of each payment under the Status column.
You can view more details on the given payment by clicking on it. A drawer will appear.
Marking a Distribution as Paid if you have Investors with Manual Payment Types
If you have sent a manual payment outside of InvestNext in the Distribution, you will have a Blank Status in that investor's Status column AND the Distribution will not move to the Payment Sent status automatically.
Once you have manually sent the payments to the investors with the Manual Payment Types in their Accounts, you can move the Distribution to Payment Sent by clicking the Mark Paid button:
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