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1
Open Investors
From the side menu, under “Management”, choose “Investors”, then “Add investor”. -
2
Enter their details
Enter the name, mobile number, national ID and email, then choose the branch. The investor can then sign in to the investor portal to follow their balance and sales. -
3
Deposit the balance
Open “Investor wallets” and choose “Deposit”, then the investor, the amount and the account where you received the money (cash or bank). -
4
Check the balance
The amount appears in the investor’s wallet and in “Cash & banks” under the account you chose, attributed to the investor.
Good to know
Choose the account the money actually went into; this keeps account balances matching reality.