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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 <a href="https://support.investnext.com/en/articles/4873214-handling-failed-distribution-payments-video">this article</a> to handle a failed transaction)

Blank: Payment status will only be blank if the related investor's Account has a Payment Type of one of the "Manual" options. This is blank because payment is handled outside the system and, therefore, has no status.

1. Pending: The payment is being processed
2. Success: The ACH payment has been processed
3. Mailed: The Check has been successfully mailed
4. Error: The payment has not been processed. (See <a href="https://support.investnext.com/en/articles/4873214-handling-failed-distribution-payments-video">this article</a> to handle a failed transaction)
5. Blank: Payment status will only be blank if the related investor's Account has a Payment Type of one of the "Manual" options. This is blank because payment is handled outside the system and, therefore, has no status.

The steps below will walk you through where you can see the payment status for a transaction.

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STEP 1. Navigate to the given Project:

STEP 2. Navigate to the Distributions tab. This will display a listed view of all your historical distributions for this Project:

STEP 3. Select the distribution you'd like to review. A side panel will appear, outlining a few key details about that distribution:

STEP 4. Click the 'Details' button:

You will be taken to the 'Payments' transaction list for this distribution:

STEP 6. You can check the status of each investors payment under the 'Status' column:

STEP 7. You can view more details on an investors specific payment by clicking on it. A side panel will appear, outlining key details about their payment:

Marking a Distribution as "Paid" when you have Investors with "Manual" Payment Types

If you have manually sent a payment outside of InvestNext, you likely recorded their payment in InvestNext using the "Manual" Payment Type.

If you've sent a Mass Distribution payment (multiple investors) that includes an Investor with a "Manual" Payment Type, you'll notice 2 details:

For that Mass Distribution payment, you will see the entire Distribution has not automatically updated to the "Payments Sent" state (it will still be in the "Authorized" state).

For that specific investor's Distribution payment, you will see a Blank Status under that investor's 'Status' column.

1. For that Mass Distribution payment, you will see the entire Distribution has not automatically updated to the "Payments Sent" state (it will still be in the "Authorized" state).
2. For that specific investor's Distribution payment, you will see a Blank Status under that investor's 'Status' column.

If you've manually sent the payment to that investor outside of the Portal, you can manually update the Mass Distribution to the "Payments Sent" state by clicking on the 'Mark Paid' button:

This article will describe how to check if an investor has received their ACH or Check payment for a given distribution

Payment Status Types:

Step-by-Step Instructions:

Marking a Distribution as "Paid" when you have Investors with "Manual" Payment Types

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