Skip to main content

Add an existing service funder to a service user's record

In this article, we explain how to add multiple service funders onto a single service user's record.

E
Written by Emma Ianson
Updated over 2 months ago

Once you've created a service funder, you can attach them to as many service users as desired.

To do this, please follow these steps:

  1. Click Service User.

  2. In the submenu, click Service User.

  3. Click Find.

  4. Find the service user and click the arrow next to their name to access their record.

  5. Click Service Funders.

  6. To add a new record, click the plus + icon.

  7. From the menu, select Existing.

  8. To select the appropriate Service Funder, click the arrow.

  9. Select the appropriate Invoice Rate Sheet.

  10. Click Save.

Did this answer your question?