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Funding enabling and management
Funding enabling and management

Enable funding to create and manage funding entities, set up default calculation rules enabling you to add them to the children plans.

Written by Lily
Updated over a week ago

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.

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