Add a Funding Grant

Manage funding allocations for children’s bookings by setting up and customising Funding Grants through our user-friendly guide.

Funding is an integral part of any child’s booking pattern and will help determine the final invoice for children based on what funding allocations they are entitled to.

In this article, we will run through our easy-to-use Funding Grant function and explain how to get started.

Navigate to Bookings > Settings > Funding
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Step 1 – Click + Add Funding Grant
​Step 2 – Add a Title
​Step 3 – Set the From date (When will this be valid from)
​Step 4 – Set an Hourly Rate (How much will be deducted from your session fees/hour)
​Step 5 – Select Save

In this early version of Funding (We have plenty more coming very soon, don’t you worry!), you will use Funding Grants to simply deduct fees from a session. If you charge £10 for a session and you require this to be fully funded, you will set the Hourly rate at £10. Half funded £5 etc.

Now that you have created a Funding Grant, you are able to review the details and it is now ready to be used to deduct funding from an invoice

Funding Grants can be edited at any time. To edit:

Step 1 – Select a Funding Grant from the menu
​Step 2 – Navigate to the Edit icon in the top right corner

Step 3 – Make your changes
​Step 4 – Select Save

Edits can be made to a Funding Grant at any time. Any updates will only impact future invoices and will have no effect on historical cases

Funding Grants can be deleted at any time. To Delete:

Step 1 – Select Funding Grant
​Step 2 – Select the Delete icon in the top right corner
​Step 3 – Select Delete

Funding Grants can be deleted at any time. Deleting a Funding Grant will remove it from your dropdown selection while running invoicing. All historical use will remain in place.