--- title: Funding slug: DJq--funding docTags: createdAt: 2025-02-08T18:08:27.584Z --- The Funding section within a Student’s profile provides a detailed overview of all funding activity, including grants, scholarships, and other financial aid. This allows you to track allocated funds, payments received, and any remaining balances at a glance. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/o9a6u_LTYy4rErELqYs7K_screen-shot-2025-02-14-at-112937-am.png) ## Adding New Funding To add new funding for a Student, click **New Funding.** ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/8YgQo8UNxMhXjrNNu_jl0_screen-shot-2025-02-14-at-122753-pm.png) This will open a **New Funding** modal. From here, select the **funding source** from the list of preconfigured options, enter the due date, description, specify the amount, and include any optional notes. Once all details are entered, click **Add** to save the funding entry. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/JCE5YU2OWBHnSgq4KzvSQ_screen-shot-2025-02-14-at-122913-pm.png) After adding the funding, it will appear as **pending**. This step is simply **documenting the expected funding**. Once the funds are received, or if they have already been collected, you must process a **payment** and select the **funding source** to apply it properly (discussed below). ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/mzNnwPVSQXEu0aijwaxBl_screen-shot-2025-02-14-at-123035-pm.png) ## Processing Funding Payments Once funding has been documented, you need to process a **payment** to apply the funds to the Student’s account.To do this, go to the **Payments** section and click **New Payment**. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/oDBpj_l4oQ9XvHHxYvVeE_screen-shot-2025-02-14-at-124529-pm.png) In the **New Account Payment** modal, select the funding source from the **Funding Source** dropdown menu. Enter the payment amount, date, and any necessary details, then proceed with the payment. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/XichZT8nSJ-qdMs4CZ7dP_screen-shot-2025-02-14-at-124826-pm.png) Once processed, the funding status will update, and the payment will be applied to the Student’s balance. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/rs99mFuR5LnicHdLwWQmx_screen-shot-2025-02-14-at-124944-pm.png) ## Funding Quick Actions Next to each funding entry, there are **quick action icons** that allow you to manage funding details easily: - **View Funding** – Opens a detailed breakdown of the funding entry. - **Edit Funding** – Modify the funding details, such as the amount, description, or due date. - **Delete Funding** – Removes the funding entry from the Student’s profile. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/RLHmru0LdLqEguUNhaDya_screen-shot-2025-02-14-at-125129-pm.png) These shortcuts make it easy to review, update, or remove funding as needed. ## Configuring New Funding Sources To set up and manage funding sources, navigate to **User Name / Institution Config / Accounts / Funding**. Here, you can create and customize funding sources such as grants, scholarships, bursaries, or other financial aid options that can be applied to Student accounts. To add a new funding source, click the green **New Funding Source** button. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/hCKttDJI0snnwRiiBHneG_screen-shot-2025-02-14-at-10207-pm.png) In the **New Funding Source** modal, enter the required details: - **Funding Source Code** – A unique identifier for the funding source. - **Source** – The name or description of the funding source. Then press **Add** to add your new funding source. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/I7aoH1Gi3-iQj1FTZn9EN_screen-shot-2025-02-14-at-10925-pm.png) Once added, the new funding source will appear in the **Funding List** and be available for selection when adding funding to a Student’s profile. You can also **edit or delete** existing funding sources at any time using the quick action icons next to each entry. ![](https://api.archbee.com/api/optimize/dAaYdF15xm67t_NLKoQQv/ZqTq122rK1WFXJYT3Zi9a_screen-shot-2025-02-14-at-11816-pm.png) ### Video Walkthrough: Configuring New Funding Sources ::Iframely{originalUrl="https://scribehow.com/embed/Configuring_New_Funding_Sources__KAk2itecR1-llsUiCjYa4Q?as=video" embedUrl="https://scribehow.com/embed/Configuring_New_Funding_Sources__KAk2itecR1-llsUiCjYa4Q?as=video" title="Scribe | Embed Configuring_New_Funding_Sources__KAk2itecR1 LlsUiCjYa4Q" html="
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