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Adding or Removing Funding on Sessions and Packages in Improved Actuals
Adding or Removing Funding on Sessions and Packages in Improved Actuals
Julia Rose avatar
Written by Julia Rose
Updated over a week ago

In this article:

This article is only for customers using Improved Actuals for invoicing. Unsure if that applies to you? Check here.


How to allow funding on sessions or packages

As the steps below entail, you do not need to make new sessions to allow or disallow funding on a session:

  • Click on Settings in your sidebar → Finances → Pricing → Pricing structure

  • Select the Session, Product or Package you would like to adjust

  • Click on the 3 black bars in the top left corner of your selection

  • Select Schedule change BEFORE changing the prices

  • Select a start date from which you would like the changes to come into effect.

This date cannot be changed once saved.

  • Tick the box to allow, or click to disallow funding for that session

  • Click the green Save button


Comparison between Standard Actuals and Improved Actuals

In Standard Actuals previously sent invoices are not 'locked' the way they are in Improved Actuals. This means that amending a session can result in previously sent invoices being affected.

For example, if the change was made as below:

  • If funding is now allowed: children with this session may have previous invoices credited to the value of the funding of those session

  • If funding is removed: children with this session may have previous invoices debited to the value of the funding of those session

If you need to make this change please contact support


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