Content
Intro
If you pay out a stakeholder, you can reflect this case by a payout transaction in your cap table. This article will show you how to add a payout transaction and what settings can be made.
How to create a payout?
Go to Ownership > Transactions > Add transaction > Payout.
The mandatory fields are:
Stakeholder: The person who receives the cash payout.
Date: When the stakeholder receives the payout.
Total payment: The amount that the stakeholder will receive.
Currency: The payout currency.
The following fields are optional:
Documents: You can upload a document and link it to the convertible loan.
Stakeholder beneficiary: A beneficiary is an economic beneficiary behind a legal entity. If beneficiaries are set, you can view the cap table regarding legal or economic distribution. This can also be used in Ledgy to manage pooled investments.
Internal note: If you want to add a message related to the transaction.
Clicking on the Save button will create a payout transaction in your cap table.
