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Adding Funding Grants

The third tab in 'Invoice profiles' is 'Funding grants'. You'll need to create the different funding grants available before creating your invoicing profiles, so you can add the right funding to each one. To create a new funding grant for your invoice profiles:

  • Click on the 'Funding grants' tab.
    To find it, click 'Get Started', then 'Invoicing profiles' (or 'Billing profiles' if you're in the U.S.)

  • Now click the button that says 'New'

  • A new window will open (as below) and you will be asked to select a title and then enter the rate that you, as a setting, receive in funding as well as the dates this applies to.

  • When you're happy with the details you've entered, click on the 'Create' button

Once you've completed this step, you can move onto...

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