Adding a Client Funding information to a client

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),

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

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

*NOTE*

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