Troubleshooting: The Billing is Picking Up the Wrong Grant

When previewing invoices, and the grants are not being properly applied, here are some things you can check to ensure that they are properly set up:

Check the Service

1. Go to Setup
2. Select Organization
3. Select the Services tab
4. Select the Childcare tab
   • Select the Service that doesn’t seem to be picking up the grant (click the edit pencil)
   • Under the dropdown “Childcare Grant” = make sure the proper grant is selected
   • click the checkmark to apply
   • click the SAVE icon to save all

Check the Grants

1. Go to Contacts 
2. Select Role = Grant Provider
3. Click GO
4. Select Grant Provider
   • Select the Grants tab
   • Select the Grant (click the edit pencil)
   • Review the Grant:
     • start date
     • end date
     • rate type
     • rate
     • payer contribution requirement
     • applicable if subsidized
     • age limit months
     • age month cap
     • fee item

Possibilities of why the Grant is not picking up or properly calculating:

1. The Grant is not associated to the childcare service
   • See instructions above for “Check the Service”
2. The Child’s age might no longer be under the Age Limit Months, or it may be over the Age Month Cap.
   • See instructions above for “Check the Grants”
3. The Grant Rate Type may be set to the wrong setting.
   • See instructions above for “Check the Grants”
   • Rate types:
     • Flat per Day
     • Flat per Period
     • Percentage
4. The Grant Rate is not correct
   • See instructions above for “Check the Grants”