How do I cancel a transaction as an admin? (Cancel Investment, Reject Transaction)

If an investor no longer wishes to invest in an offer, or you no longer wish to accept an investment, you can cancel the transaction in your platform.

There are two ways this can be accomplished.

On the Transactions Page

The status of transactions can be modified directly on the Transactions page of the platform.

To do so:

1. Select Transactions from the left menu
2. Use the pencil icon to edit the transaction you would like to cancel
3. Select Rejected from the Status drop-down menu
   • If you would like the transaction to be permanently removed from your platform, select Delete Forever

In the Investor Account

Investors can cancel their own pending transactions, and admins have the ability to cancel transactions on their behalf by accessing their account.

To do so:

1. Select Accounts from the left menu
2. Click into the account associated with the transaction 
3. Choose the Users tab
4. Click Create Invite
5. Copy the invite link and paste it in a new window
6. Click Portfolio at the top of the screen
7. Choose the Pending Transactions tab
8. Click into an offer
9. Click Cancel Transaction