Create Funders

Learn how to create a funder as the income source.

Funders are your source of income. In this solution the Funder is a Customer.

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.