Selecting a fee payer's preferred delivery method

Modified on Fri, 16 May at 11:06 AM

2 minutes read

When setting up a fee payer's profile, you can choose their preferred delivery method for receiving financial documents. This selection determines how Found will guide you in sending the documents once they’ve been generated.

Delivery method options

Delivery Method	Description
Email	Requires an email address to be stored in the Fee Payer’s profile. When generating financial documents, you will be prompted to email them directly from Found to the fee payer. The “Sent” flag on the document will automatically change from No to Yes once the email has been sent.
Post	Allows you to generate a downloadable PDF of the financial document for printing. Supports bulk PDF creation for up to 250 Fee Payers. The “Downloaded?” flag will update from No to Yes once the document is downloaded.
Does not receive	A financial document is still generated. You will not be prompted to send the document to the fee payer. Use this if the Fee Payer should not be sent any documentation e.g. for Local Authority fee payers

Best practices when building a Fee Payer’s profile

Always confirm their preferred delivery method (ask them directly where possible).
If Email is selected, ensure their email address is populated.
After the selection process, overrides or changes can be made for ad hoc cases if needed.