It isn't possible to remove a service funder from a service user record if it's linked to visits or a service requirement.
Change the service funder linked to a service order
Click Service User.
In the submenu, click Service User.
Click Find.
Click into the service user's record.
Under QuickLinks, click Service Order.
Click into required service order.
Use the Funder drop-down and select the new funder.
Click Save.
Change the service funder for reconciled visits
If visits have been reconciled, you need to manually change the funder over on the visit itself.
📌 Note: If the visits are part of an accepted invoice or payroll period, you can't amend them or delete the funder.
Click Finance.
Click Visit, then click Reconciliation.
Set the filter By to Service User.
Adjust the dates via the arrows at the bottom of the screen, or use the calendar.
Click into the required visit.
Use the Funder drop-down and select the new funder.
Click Save.