The 10 Stages of an Investment Transaction
From Initiated to Transaction Complete — every stage a subscription passes through, what triggers each transition, and how to read it on the admin transactions list.
Recording a Soft Commitment
How to record a soft (preliminary) commitment from an investor — and when soft becomes hard.
Sending DocuSign Subscription Documents
Issuing the subscription envelope, what the investor sees, and how the platform tracks signature status.
Tracking Signature Status
Reading the DocuSign status column on a transaction — Pending User, Pending Admin, Completed, Cancelled.
Marking a Transaction as Paid
Reconciling a received wire / e-transfer / Interac to a Payment Requested transaction, in single or bulk.
Cancelling or Reversing a Transaction
When and how to cancel a transaction mid-flow, and how to reverse a Paid transaction (refund / unwind).
Editing the Payment Date on a Transaction
Correcting a transaction's payment date after the fact for accurate reporting and distribution math.