Learn how to enable the funding management module and create entities following the below steps:
Enable Funding management module
Go to the Options page and navigate to Billing Settings
Click on Fundings settings and toggle on the Enable fundings option.
The Enable adding Parent amount will allow you to add the daily parent portion when adding the funding to a plan.
Create funding entities and manage calculation rules
Go to the Options page and navigate to Fundings management
Click on the Plus sign located on the top right hand side of the screen to create a new funding.
Fill in the needed info and tap Create.
Click on the newly created funding to manage its rules, then open the Calculation rules tab.
Customize your funding by choosing the start date, default method, type and exception rules on items, charges, sessions and packages. (This is only a default value and can be determined on the child level when creating the plan)
Don't forget to save your work
Note: You will be notified that the system has saved you entities.
Pro-tip: You will be able to track the Funding charges from the designated tab, next to the calculation tab. And add manual charges and payments for that funding.
