Once you have added a Funding Method, you can create a Funding Record and allocate the funding to an invoice.

1

Add a Funding Method

1. Navigate to LRM > Finance > Settings > Finance Funding Methods
2. Click Add Finance Funding Method
3. Enter a Description
4. Set the Is Active toggle to YES
5. Click Save

2

Edit a Funding Method

1. Navigate to LRM > Finance > Settings > Finance Funding Methods
2. Click the Edit icon next to the Funding Method
3. Edit the Description
4. Set the Is Active toggle
5. Click Save

How to Add and Allocate Funding