Where is funding entered?

In the Funding section of a session's Preparation phase, learner by learner: price, funding type, funder, reference, covered amount and status.

Is funding linked to invoicing?

Yes. Each funded enrolment can be tied to an invoice: that is what lets you generate invoices from the session and aggregate tracking by funder.

Which funding types are available?

OPCO, CPF, company, France Travail (Pôle Emploi), self-funded, and other. Select the type that matches each learner's situation.

Does the funder appear on the completion certificate?

Yes. The funder name entered in the funding tracking is injected into the completion certificate PDF. Verify it before generating the certificate.

Manage funding · Certeef

Manage funding

Track the funding of each enrolment: type (OPCO, CPF, company…), funder, covered amount and status, up to the link with the invoice.

Updated on June 14, 2026 Read: 5 min

Funding is tracked at the level of each enrolment (learner × session), to record who funds and the covered amounts.

Prerequisites

Admin role.
Session in Preparation or Delivery phase.

1. Record a funding arrangement

From the session’s Funding tab, click on a learner’s row:

Enter the net price for this learner.
Select the funding type: OPCO, CPF, company, France Travail, self-funded, or other.
Enter the funder name and case reference (file or agreement number).
Enter the covered amount (may differ from the total price).
Set the status: none, pending, accepted, paid, or refused.

Tip: set indicative catalogue prices on your trainings to pre-fill the price field when entering enrolments.

2. Session aggregates

The Funding section continuously shows the aggregates across all learners:

Invoiceable : total price of funded enrolments
Covered : total covered by funders
Collected : payments received
Remaining : to collect

Important: the funder is injected into the completion certificate PDF. Verify it is correct before generating the certificate, it cannot be modified after generation.

3. Toward invoicing and audit

Funded enrolments feed:

Invoicing : generate invoices grouped by company.
Financial and BPF exports : export tracking by funder for OPCO filings.
Completion certificate : the funder name appears on the document.

What’s next?

Quotes and invoices : generate invoices from funded enrolments.
Individual CPF and France Travail funding : track individual learner funding paths.

Frequently asked questions

Where is funding entered?: In the Funding section of a session's Preparation phase, learner by learner: price, funding type, funder, reference, covered amount and status.
Is funding linked to invoicing?: Yes. Each funded enrolment can be tied to an invoice: that is what lets you generate invoices from the session and aggregate tracking by funder.
Which funding types are available?: OPCO, CPF, company, France Travail (Pôle Emploi), self-funded, and other. Select the type that matches each learner's situation.
Does the funder appear on the completion certificate?: Yes. The funder name entered in the funding tracking is injected into the completion certificate PDF. Verify it before generating the certificate.