Releasing payments to the investor

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Releasing payments to the investor

Perform the following steps to release payments to the Investor:

  1. Login to your Salesforce account.

  2. Go to Accounts.

  3. Select the required Account name.

  4. Go to Transactions.

  5. Click Release Payments. 

 You have now released the Payments to the Investor.

After releasing the payments successfully, you can see that the transaction code has changed to Payment Release. 

Note:

If you  Reinvest Principal and Reinvest Interest, the Principal component will go to the Available Funds.

If you do not  Reinvest Principal and Reinvest Interest, the Principal component will go to the Total Returns.