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.

To create a Funding Grant, you will need to go to Bookings > Settings > Funding.

To add funding for a child you will need to go to Children > Select Child > Funding. Once you are on the children funding page;

Step 1 - Click + Add Funding Plan

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 fess /hour)

Step 5 - Select Save

Hints: 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.

This figure should not be used to calculate how much funding you are due by your local authority.

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

Hints: 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

Hints: 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.

To learn how Funding Grants are used to apply funding to children, please navigate to articles:

We hope you found this article informative. We welcome any questions you might have so please feel free to reach out to us via the Intercom OR email us at support@nurserystory.co.uk if you have any further questions