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splitfunding
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splitfunding [2018/12/18 15:17] cfadmin |
splitfunding [2019/01/02 11:39] cfadmin |
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| ======== Split Funding in CareFree ======== | ======== Split Funding in CareFree ======== | ||
| - | Split Funding can be used in CareFree Contracts when the overall invoice amount is split between multiple contracts. The invoice amount can be split split by percentage or amount. | + | Split Funding can be used in CareFree Contracts when the overall invoice amount is split between multiple contracts. The invoice amount can be split by percentage or amount. |
| The example below will show how to split a contract where it is part paid by the Council and part paid by the Client. | The example below will show how to split a contract where it is part paid by the Council and part paid by the Client. | ||
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| {{:wiki:2018-12-18_14h04_11.png|}} | {{:wiki:2018-12-18_14h04_11.png|}} | ||
| - | 2. Find the contract were split funding applies, then click **Edit** | + | 2. Find the contract where split funding applies, then click **Edit** |
| 3. Change the drop-down box named **Split Funding** to either one of the following options: | 3. Change the drop-down box named **Split Funding** to either one of the following options: | ||
| - **By Percent** (to split the invoice amount by percentages)\\ | - **By Percent** (to split the invoice amount by percentages)\\ | ||
| - | - **By Charge** (to split the invoice amount by amounts)\\ | + | - **By Charge** (to split the invoice by a monetary amount)\\ |
| - | - **Percentage WC** (to split the invoice amount of the week commencing by percentages) | + | - **Percentage WC** (to split the invoice amount by percentages of a weekly charge) |
| {{ :wiki:2018-12-18_14h05_51.png |}} | {{ :wiki:2018-12-18_14h05_51.png |}} | ||
| + | |||
| + | 4. Go to the **Funding** tab, then right-click on the blank area of this tab and click **New** | ||
| + | |||
| + | {{ :wiki:2018-12-18_14h35_47.png |}} | ||
| + | |||
| + | 5. Add the customers that split the invoice amount | ||
| + | |||
| + | <WRAP round important> | ||
| + | Add all the customers that the bill amount is being split across along with the combined percentages so that the amount matches 100% | ||
| + | |||
| + | For example, see the screenshot below under point 7 | ||
| + | </WRAP> | ||
| + | |||
| + | |||
| + | 6. In the **Split** column, double click the 0 and enter the amount in which the invoice amount is split | ||
| + | |||
| + | 7. Press **Enter** on your keyboard to save each value | ||
| + | |||
| + | {{ :wiki:2018-12-18_14h34_51.png |}} | ||
| + | |||
| + | 8. Click **OK** to save these changes | ||
| + | |||
| + | {{ :wiki:2018-12-18_14h47_28.png |}} | ||
| + | |||
| + | <WRAP center round IMPORTANT box centeralign> | ||
| + | <wrap em>After following these instructions, __ALWAYS__ check the invoices to ensure the split funding has been configured successfully</wrap> | ||
| + | </WRAP> | ||
splitfunding.txt · Last modified: 2019/01/04 12:39 by cfadmin
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