Invoices: Setting up your funding types

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This is where you can enter the different types of funding your setting receives and their rates. Whilst you can apply funding types to children's regular schedules, the rates are just their for your own reference. This means the price of a funding type is not included when calculating the total from a child's number of chargeable hours. You can read about how to apply funding types to children's regular schedules in this tutorial.

You can set your funding types by clicking 'Booking' at the top of the screen (1), then selecting 'Config' (2), then 'Funding Types' (3) from the menu on the left.

 

 

If you have already added any funding types they will appear on this page. To add a new funding type, click the 'Add Funding Type' button (1). You can also edit an existing funding type by clicking the pencil icon to the right of it (2).

 

 

You will then be able to enter a name for your funding type (1) and a description (2). You will also be able to select whether the funding type is active or not (3).

Below this you will be able to add an hourly rate, and select the date this applies from (4). If you need to add more than one hourly rate - for instance, if the rate is due to change from a certain date - you can do so by clicking the 'Add Rate' button (5). To delete an hourly rate click the bin icon to the right of it (6).

Once you are done, click 'Save Funding Type' (7) to continue.

 

 

 

 

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