Go to Investors-page and click + Add Investor-button
Enter data to investor in a dialog that opens and finally click Add Investor-button at the bottom of dialog.
Information
Bank Account (CRITICAL)
Enter investor's bank account number (IBAN)
- IBAN
- It is crucial to enter investor's bank account (IBAN). Without investor's bank account info, Fundy doesn't allow making transactions
- When you enter IBAN number, Fundy validates it. Technically incorrect IBAN numbers are not accepted
- Reference Number
- If you want that Fundy generates invoices to investor always with the same static reference number, enter this reference number here
- If you leave reference number empty, Fundy generates a new unique reference number every time for invoice
Client Manager
Contacts
