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Change the Service Funder's address

In this article we explain how to amend a private funder or bill payer's address.

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Written by Emma Ianson
Updated over 2 months ago

The funder may not or may be be a private client. Depending on this, there are two different processes to change the address.

Funder isn't a private client

  1. Click Service User.

  2. In the submenu, click Bill Payer.

  3. Click Find.

  4. Next to the funder's name, click the arrow icon.

  5. Change the address.

  6. Click Save.


Funder is a private client

πŸ“Œ Note: If the client and funder are the same, updating the client's address also updates the funder record.

  1. Click Service User.

  2. In the submenu, click Service User.

  3. Click Find.

  4. Next to the service user's name, click the arrow icon.

  5. Change the service user's address.

  6. Click Save.

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