Help Center
Orders and ownership
Approve orders, record payments, settle, and keep the cap table, ledger and secondary transfers right.
10 guides
- The order lifecycleHow an order travels from submitted to settled, what each status means and what you do at each step.
- Review and approve an orderApprove, waitlist or reject a submitted order, choose how many fractions to allocate and start the payment clock.
- Place an order on behalf of a clientRecord a subscription for a client who agreed offline. The same checks apply as in the portal.
- Record payments and refundsEnter the money that arrived outside EasyHaus, including partial payments and refunds, so the order and the cap table stay right.
- Settle an orderIssue the fractions: the ledger and holding are written, the cap table updates and the client gets a certificate.
- Cancel, reject and expired ordersHow to withdraw an order, why an unpaid order expires and how reminders work, and what happens when money was already paid.
- Pro-rata allocation, step by stepAfter a pro-rata listing closes, scale down orders fairly, preview the result and apply it.
- Cap table and fraction ledgerSee who owns what for each property, export the cap table, download ownership certificates and read every movement.
- Ledger adjustments and opening balancesCorrect a holding with an auditable adjustment, or load an existing cap table when you move to EasyHaus.
- Secondary transfers between investorsLet investors sell fractions to each other with your approval, or record a transfer yourself for an inheritance or off-market deal.
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