Generating a blank invoice or credit note

3 minutes read

Found allows you to manually generate a blank financial document, which serves as a starting point for creating an invoice or credit note.  Depending on the value of the financial document, it will automatically be classified as either an invoice or a credit note. This feature is especially useful when you need to quickly raise a financial document for items like billable extras, care fee adjustments, or 1:1 care and excluding care fees

How to create a booking invoice 

1. Navigate to the Resident Profile.
2. Go to the Billing tab.
3. Click the Invoices & Credit Notes tab.
4. Select Generate → Blank Invoice or Credit Note
5. Choose the relevant Booking and click Continue.
   1. By default, the current booking is pre-selected.
   2. If generating an invoice for a past or future booking, choose from the drop-down.
6. Define the Booking Period Start Date and End Date.
   1. The date picker restricts dates outside the resident’s booking period.
7. Choose a Fee Payer 
8. Set the Due Date and the Issue Date, and if the fee payer's payment method is direct debit, set the payment collection date
9. Click Create

Once generated, the document will be immediately viewable and also accessible within the Invoices and Credit Notes table via both the resident profile and the Invoices and Accounts dashboard. The document will be blank and require you to add additional line items. 

How to add additional line items to booking invoices

Once a blank invoice has been created, you can add extra line items, including:

• Billable Extras
• Adjustments
• One-to-One Care

This allows for updates to reflect any additional charges that have an incomplete status and need to be included before issuing the invoice to the fee payer. Steps to Add Line Items:

1. Navigate to the Invoice
2. Click the Add button
3. Choose the line item type - from the dropdown menu, select the type of item you’d like to add

Important: Once a financial document has been exported from Found, the Add button will be locked. No further changes can be made to the invoice after export.