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Creating Invoice Profiles, STEP 3: Funding

Add different types of funding to your invoice profiles

Julia Rose avatar
Written by Julia Rose
Updated over 4 months ago

In this article:

Adding Funding Grants

You'll need to create 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 Settings in your sidebar and go to Finances

  • Click on Fundamentals and scroll right to the bottom to find your Funding grants

  • 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 Confirm button

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