Capital Calls allow you to view, manage, and fund Capital Calls that you've received from other Organizations.
In the Capital Calls area, all active Capital Calls are displayed in the display grid. Capital Calls are organized by Received (Capital Calls received by your Organization) and Archives (Capital Calls that have been archived).
Capital Calls that are Overdue are displayed with and Capital Calls that are Due Soon (within 7 days or less) are displayed with
.
Capital Calls can be searched for using the Search field, sorted using the Sort By dropdown, and filtered using the Filter By dropdown.
Capital Call Statuses
Pending Request
The Capital Call has been received but it has not yet been viewed. A view is counted each time you click on the Capital Call to view it. When the Capital Call has been Viewed one or more times, the status changes to Viewed.
Viewed
The Capital Call has been viewed but does not yet have submitted a payment. When a payment has been submitted, the status changes to either Scheduled / Committed or Payment Submitted, depending on how you chose to submit their payment.
Scheduled / Commited
The Capital Call has a submitted payment either by scheduling a bank payment for a future date or with a commitment to send a wire transfer.
Payment Submitted
The payment has been submitted and the funds are in transit from your bank to Organization that sent the Capital Call. When the funds have arrived and cleared, the status changes to Fully Paid.
Fully Paid
The payment is completed and the funds are available to the Organization that sent the Capital Call.
Closed
The Organization that sent the Invoice has Closed & Archived the Capital Call. Closed Capital Calls can longer be acted on and are still viewable by the Sender and Recipient from within the Archives area. Please see Archives for more information on archived items.
Payment Statuses
Scheduled
The payment is queued for processing and will move to Started once the transaction begins.
Started
The payment transaction has started and will move to Unconfirmed status when the funds are pulled from the recipient's bank account.
Cancelled
The payment was cancelled by the sender and will not be processed.
Failed
The transaction did not successfully completed for the reason noted.
Unconfirmed
The funds are in transit from the sender's bank account and are in the process of clearing and becoming available in the recipient's digital wallet.
Completed
The funds have settled and are now available in the recipient's digital wallet.