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In the Clients Menu, select the Clients tab to search for the client information to be edited (Refer to Editing Client information guide for searching a client),

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In the lower right hand side of the Client information, there is a "Client Funding" information. Select the "Plus Icon" beside it.

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Once selected, the Client Funding Form will pop-up. Fill out all the necessary information and then select the "Save" button. Once Saved saved, you can now close the Client Funding Form.

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*NOTE*

You can add multiple Client Funding options to a client by simply repeating the procedure

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