Overview

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Funder – a user financially responsible for funding subscriptions and cases.

All the funders are listed in a separate tab Funders in the admin panel.  

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In the Funders tab you can find the following info about the Funders:

• Funder name (must be the same as indicated in contract)

• Stripe Customer ID
• Stripe Subscription ID
• Stripe account name
• Funded Circles: the number of funded Circles (active + archived)
• Funded subscribers: the number of subscribers and their team members funded by Circle or directly by Funder
• Funded cases: the total number of cases funded by the Funder

• Modified: the date + time of the last update of the Funder and the user who modified the info  
• Status:

         ~ Active, marked blue

          ~ Archived, marked gray

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• Executive Usage: reflects whether the Client is displayed in the Executive Usage Report* (Use=displayed, No=not displayed)

*Learn how to include a Funder into the Executive Usage Report.

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Tips:  
1. Use search by Funder’s name or Stripe ID to find the required Funder
2. To sort the info:
     a. Scroll the list to the bottom to upload all the items in the list
     b. Click arrow near the column name to sort the items in the ascending/ descending order  

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Adding a Funder

Please check our Policy of Assigning a Funder to commit the process in the right order

Customer in Stripe = a Funder in inCytes

To add a new Funder to inCytes:

1. Go to the admin panel  

2. Navigate to Funders on the left and click +FUNDER at the top right of the screen

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3. Fill in the required info  

• Funder name* - enter the name of the Funder (e.g., Regen Med; StemForm; etc.).  

                      _{*The name must be unique}

                      _{*Non-Latin languages are supported as well}

NOTE: Customer in Stripe = a Funder in inCytes. Make sure that Funder’s and Customer’s names are identical to the one indicated in the contract!!!  

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• Stripe Account – select the required account from the dropdown list

          RegenMed - for clients from the USA to take the charge in dollars ( $ )

          RegenMed Europe - for clients from Europe to take the charge in euros

From October,20 all the newly added Funders are charged in dollars no matter what Stripe account is chosen. Only the Funders added before October,20 and having RegenMed Europe account will keep on to be charged in euros.

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• Stripe Customer ID - copy the customer ID from Customer’s URL or Details in Stripe and paste it in the corresponding field in inCytes  

• Stripe Subscription ID - copy the subscription ID in Stripe Subscription details and paste it in this field  

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Customer/ Funder can have multiple subscriptions in Stripe, but the statistics will be pulled for the invoicing based on the Subscription ID indicated in the Funder’s Profile in inCytes. So, make sure the required Subscription ID is added to inCytes  

4.  Click SUBMIT

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Updating a Funder

    1. Navigate to Funders and select the required Funder in the list

         _{*Use Search by Funder name or Stripe ID to simplify your search}

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2. Click three dots next to the required Funder and select Edit

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3. Apply the required changes and click SUBMIT

             a. Include the funder into the Executive Usage Report if required

   Minimum commitment package is currently not being used.

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Archiving/Unarchiving a Funder

Archiving of funders who are funding at least 1 subscriber and/or circle is not allowed.

1. Navigate to Funders and select the required Funder in the list

          *_{Use Search by Funder name or Stripe ID to simplify your search}

2. Click three dots next to the required Funder and select Archive

or Unarchive to activate them

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