How Do I Track Fees Owed to a Co-Sponsor or Partner?

Track fees owed to a co-sponsor under Fee Records on the raise's co-sponsor list. These are records only. They do not send money, post to the books, or change ownership.

Steps

1. Open the investment's Raise tab and find the partner in the Co-Sponsors panel.
2. Click Fee Records.
3. Click Add Fee. Choose the Fee Type (Referral, Service, or Other), then enter the Amount Owed (USD), Due Date, Agreement Name or Reference, and Terms and How the Fee Was Worked Out. Optionally pick a Referred Investor (Optional).
4. Click Save for Review.
5. A team member with Finance Approver permission clicks Review Fee, adds review notes, and clicks Approve Fee.
6. After you pay the partner, click Record Payment and enter the Amount Paid (USD), Payment Date, Unique Bank or Payment Reference, and a reason.

Statuses

• Needs review: waiting for approval.
• Approved: approved, with an amount Still Owed.
• Paid (recorded): approved and nothing left owed.
• Voided: cancelled.

Good to know

• Fee Records is not shown for your own direct row, only for partners.
• You need Finance Preparer permission to add fees and record payments.
• Void Fee is only available before any payment is recorded.
• To fix a payment record, open Terms and Payment History and click Reverse Record. This corrects the record. It does not return money.
• Reasons need at least 10 characters.
• Fundraising credit and estimated fees are tracked separately. See Share a Deal With a Co-Sponsor.

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.