This article will walk you through the steps to Add or Edit a Funding Source.
Jump to a section: [Add a Funding Souce] [Edit a Funding Source] [Related Articles]
Add a Funding Souce
- Click the +(Plus) icon next to the house icon for the first location to expand.
- Select Funding Sources.
- Click the Add button to open a new Service window.
This will bring up the Create Funding Source Option Window.
- Select the Funding Source Type from the drop-down.
Click OK.
This will bring up the Funding Source General tab.
IMPORTANT: To complete all the necessary info for your new Funding Source see Funding Source: General Tab Overview.
NOTE: You can change the font size of the Funding Source List by checking the box for the font size of Small, Medium, or Large from Font Size under the Home tab.
Edit a Funding Source
- Click the +(Plus) icon next to the house icon for the first location to expand.
- Select Funding Sources.
- Select the Funding Source from the list.
- Click the Edit button from under the Home tab.
- Make any changes you need and then click OK.