TABLE OF CONTENTS
Sending A Capital Call Paid Notice
Paid Notice Email Example: (contact support@fundpanel.io to edit the template)
When a Capital Call has been paid and the Amount Paid is greater than or equal to the Amount Due for the Capital Call, you can send a Capital Call Paid Notice.
To manually send a Capital Call Paid Notice:
- Navigate to the Capital Call Parent and click Send Capital Call Paid Notice.
- Check the Capital Calls to be sent a paid notice.
- Select OK on the warning message to confirm you want to send the Capital Call Paid Notices to the selected Investment Vehicles.
- A Success notice will pop up and you can return Back to Parent Capital Call.
- Next time you click on Send Capital Call Paid Notice button, the Paid Notice Sent Date will be updated for the Capital Calls that were sent a paid notice.
Capital Call Paid Notification Settings
Edit the Email Address CC'd on Capital Calls Paid Notices
Capital Call Paid Notices will CC the Org's client alias when sent to the associated investment vehicles. You can update that email address in the Capital Calls Paid Notification Settings window.
To change the CC: email address for paid notices:
- Click the Send Capital Call Paid Notice button from the Capital Call Parent and click the CC: Email & Send Automation Settings button at the top of the window.
- Update the Paid Notice CC Email with the desired Email Address and click Save.
Set Automatic Paid Notices When Payment Information Syncs from Xero to FundPanel
When payment information syncs from Xero to FundPanel, an automatic paid notice can be sent when the paid amount recorded from Xero is greater than or equal to the Amount Due for the Capital Call.
To enable Automatic Capital Call Paid Notices:
- Click the Send Capital Call Paid Notice button from the Capital Call Parent and click the CC: Email & Send Automation Settings button at the top of the window.
- Check the checkbox next to Enable Notification To LPs on Xero Sync and press save.
