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splitfunding
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splitfunding [2019/01/02 11:38] cfadmin |
splitfunding [2019/01/04 12:39] (current) cfadmin |
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| 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. | 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. | + | Split Funding is set up in the Contract screen. For more information on creating contracts **[[contracts|CLICK HERE]].** |
| - | <WRAP center round IMPORTANT box centeralign> | ||
| - | All of the Client's split funded calls must be under the same contract for the split funding to work successfully. In this example, all of the split funded calls will sit under the Clients private contract. | ||
| - | For more information on creating contracts **[[contracts|CLICK HERE]]** | + | ---- |
| + | |||
| + | <WRAP center round box centeralign> | ||
| + | ===== Split Funding by Percentage ===== | ||
| + | **[[splitfundingbypercent|CLICK HERE]]**\\ | ||
| </WRAP> | </WRAP> | ||
| - | 1. Open the **Contracts** screen | + | <WRAP center round box centeralign> |
| - | + | ===== Split Funding by Charge ===== | |
| - | {{:wiki:2018-12-18_14h04_11.png|}} | + | **[[splitfundingbyamount|CLICK HERE]]**\\ |
| - | + | ||
| - | 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: | + | |
| - | + | ||
| - | - **By Percent** (to split the invoice amount by percentages)\\ | + | |
| - | - **By Charge** (to split the invoice amount by a monetary amount)\\ | + | |
| - | - **Percentage WC** (to split the invoice amount by percentages of a weekly charge) | + | |
| - | + | ||
| - | {{ :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> | </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 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 em>After following these instructions, __ALWAYS__ check the invoices to ensure the split funding has been configured successfully</wrap> | ||
| </WRAP> | </WRAP> | ||
splitfunding.1546425534.txt.gz · Last modified: 2019/01/02 11:38 by cfadmin
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