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Adding Funding to an Invoice

Allocate funding to invoices by following these steps, ensuring accurate deductions for childcare funding and streamlined finances.

Nick Todd avatar
Written by Nick Todd
Updated over a year ago

How-To Video

Introduction

Childcare funding is an important element of any EarlyYears childcare provider and having a clear and effective way to assign Funding to children is key to running finances effectively. here will will explain how simple it is to add Fnding to children via their invoices.

What setup is required?

In order to deduct funding from an invoice you will have had to run through the following articles:

Deducting Funding from an Invoice

Step 1 - Generate an Invoice for a child

Step 2 - View Invoice

Step 3 - Navigate to the bottom of the invoice page to Reduction from Invoice

Step 4 - Select Select Funding Grant

Step 5 - Select your desired Funding Grant from the dropdown list of options created during Setup

Step 6 - Choose to apply for funding either by hours or by £

Hints: Updating 1 of these options will automatically update the other

Step 7 - Once the amount you wish to reduce is confirmed, select Set

  • If successful, you will receive a Success message

  • A Funding Grant will be applied to the Invoice including any set deductions

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