Edit Funding Sources

  1. Navigate to the Program Setup > Funding Sources area.

  2. Select the ellipsis icon next to the source and then Edit funding source.

  3. Modify the Name, Total amount, and Payment processor (for cash funds only) fields as needed.

    Note: The value in the Type field cannot be changed after a source has been created.

    Tip: The value in the Total amount field must be greater than or equal to the original cash value. For example, a source with a Total amount of $500 can be increased to $600 but cannot be decreased to $400.

  4. Save all changes.