Create Funders

Funders are your source of income. In this solution the funder is defined as a Customer. To designate a customer as a funder, navigate to the Customer Card and enable the Funder setting. This setting is essential for fund management, as it allows the system to filter and display only those customers marked as funders.

The first thing for getting started is creating a new funder. The steps followed to create a new funder are the same as when creating a new customer. You can create a new funder by following the steps in here.

Funding Statistics

The statistics fast tab shows information about commitments, reservations, usage of the funder, and remaining amounts of each, where drilling down shows you the funder ledger entries of each type associated with this funder.