Once your Owner Group contact and individual owner contacts are created, you can add members and set up how funds are distributed among them. See Setting Up an Owner Group if you haven't done this yet.
Self-guided demo: Owner Groups
Adding Members to an Owner Group
Open the Owner Group contact.
Select Owner Group Members from the left-hand menu.
Click Manage Owner Group Members.
Type each member's name to match their existing contact.
If distributing by percentage, enter the share in the Percentage field for each member.
Confirm the correct bank account is selected for each member — especially if an owner has multiple accounts.
Setting Up Fixed Amount Distributions
Click + Add Fixed Amounts.
Enter the desired amount for each member.
Fixed amounts and percentages can be combined.
Note: Double-check bank account details, verify percentage and fixed amounts for accuracy, and set priority distribution correctly if using fixed amounts to ensure the right disbursement sequence.