How to Create a Funder Account

A Funder Account is created to manage invoicing and store details for organisations and businesses. Invoicing a Funder follows a different process than billing a client.

1. Select Accounts from the navigation panel, then click New from the top menu bar.

2. Fill in all required fields, then select Funder as the Relationship Type and choose the appropriate option from the Funder Class dropdown.

After saving, complete the required address fields and provide any additional details.