How to create a "Reimbursement on Invoice" grant?

You’ve enabled the reimbursement on invoice option and some of your beneficiaries would like to submit requests. The first thing you’ll need to do is set up your grant.

📒 Create your grant (reimbursement on invoice)

To create your grant:

Log in to your admin area, and go to the Gifts and Benefits menu
Click on the Grants tab, then New grant
Choose the grant type Reimbursement on invoice

👉 Step 1 - General information

Give your grant a title
If you’ve subscribed to the gifts / CSE offer, specify whether your employees and/or their dependants should benefit from this grant.

🔍 This information will be visible to beneficiaries and will help them easily identify the grant and its terms.

Click "Next"

👉 Step 2 - Eligible benefits

Set the reimbursement conditions and click Next.

👉 Step 3 - Amount

Enter the maximum amount reimbursed per beneficiary.
Click Next

🔍 You can see the estimated maximum budget live in the panel on the right. The number of beneficiaries includes all active beneficiaries on your platform. This budget may change if you add or deactivate beneficiaries.

👉 Step 4 - Dates and frequency

Set the validity period for the grant
You can choose whether the rule renews every month

💡 If you’ve enabled grant renewal, you can choose to carry over any unused balance for beneficiaries each month

Click Confirm grant 🥳

📒 List of grants

In the Grants tab, you can view all the grants you’ve set up (shop or reimbursement on invoice).

You can filter for reimbursement-type grant rules by clicking the Filter button and then selecting the Type reimbursement.

🔍 You can archive a grant. Once archived, it will no longer be available to beneficiaries. Archived grants can be found in the Grants tab, then Archived