Applying a fixed discount to a private fee payer's weekly contribution

3 minutes read

In certain scenarios, a private fee payer may be entitled to a fixed discount on their weekly fee contribution. In Found, this discount can be applied either for a specific date range or indefinitely, and once set up, it will automatically reflect on financial documents generated for the fee payer.

What is a fixed discount?

A fixed discount is a percentage-based reduction applied to a private fee payer’s weekly fee. It is shown as a negative line item each time a financial document is generated for the fee payer.

How to set up fixed discounts?

Fixed discounts are configured at the global level through the billing settings. When creating a fixed discount, you must provide a name which will be used for internal purposes only, a description, and a discount percentage. 

To create a fixed discount:

1. Navigate to the Settings & Tools
2. Select Billing Settings 
3. Select Private Fee Payer Fixed Discounts 
4. Click Create Fixed Discount 
5. Populate the relevant fields and click Create Discount 

Top tip: Keep descriptions clear and professional, as they appear on financial documents sent to fee payers.

How to apply a fixed discount to a fee payer?

Once created, the fixed discount can be applied directly to an individual fee payer’s profile.

To apply to a private fee payer profile 

1. Navigate to the Resident Profile.
2. Go to the Billing tab.
3. Click the Fee Payers sub-tab.
4. Select the three-dot menu next to the fee payer and click Apply Discount.
5. Choose the relevant fixed discount from the dropdown.
6. Select a Start Date (required).
7. Select an End Date, or leave blank for an ongoing discount.
   1. If an end date is selected, Found will display how many days the discount will apply.
8. Click Apply Discount.

What happens next?

• A discount icon will appear on the fee payer’s profile.
• The discount will automatically apply to the fee payers weekly contribution every time a financial document is generated.
• The discount appears as a negative line item on each invoice or credit note within the discount period.

Use case example

Scenario: A resident, Mr. John Smith, is moving into your care home as a private fee payer. As part of a promotional offer, he is entitled to a 10% discount on his weekly contribution for the first 3 months of his stay.

How to apply this in Found:

1. Go to Settings & Tools > Billing Settings > Private Fee Payer Fixed Discounts.
2. Create a new discount:
   1. Name: "3 Month Promo Discount"
   2. Description: "10% off weekly care fees for first 3 months"
   3. Percentage: 10%
3. Apply the discount to Mr. Smith's fee payer profile:
   1. Start Date: His admission date (e.g. 1st June 2025)
   2. End Date: 31st August 2025

As a result, every invoice generated during this period will include a 10% discount line item, automatically reducing the total amount payable.