At Need Funding

Certain companies provide At Need funding services whereby the funeral home can be paid up front rather than waiting for insurance proceeds. Examples are C&J Financial and Express Funeral Funding.

You will want to enter those payments into Halcyon in such a way that the family gets credit for the full amount being paid but also separates the funding company's fee. 

To do that make two entries. One entry will be for the amount less the insurance funding fee. Hit Balance- to make that entry a payment with whatever Payment Method makes sense. Add whatever descriptive information you need to help you keep track (insurance company for example).

The other entry will be for the insurance funding fee.  Hit Balance- and give this an Entry Type of Insurance Funding Fee. Add whatever descriptive information you need to help you keep track.

Now you will have two entries and the balance will be what you need.