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Hover to the Clients Menu, select the Clients tab.


You will be redirected to the Clients list window, search for the name of the client under the Search Field box. You can click on edit button or double click on the client's name.


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





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