Funding Sources

Maintain who pays for care — private clients, local authorities, NHS/CHC, direct payments — and their rates, used when building care packages and invoices.

Maintain who pays for care — private clients, local authorities, NHS/CHC, direct payments — and their rates, used when building care packages and invoices.

Where to find it: Finance → Funding Sources

Add a funding source

  1. Go to Finance → Funding Sources.
  2. Add the funder with its billing details and agreed rates.
  3. Select it on a client's care package so invoicing is correct.

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