Marking a fee payer solely liable for billable extras

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When a resident receives additional in-home services, referred to as billable extras in the Found product, you can simplify the process of additional costs being added to financial documentation as additional line items by marking a private fee payer as solely liable for billable extras. This ensures that any billable extras with a status of “Scheduled” are automatically picked up in the next billing cycle without manual intervention.  

Marking a Fee Payer as Solely Liable for Billable Extras

For each resident booking, you can designate one private fee payer as solely liable for billable extras. In scenarios when a resident is multi-funded and has more than one private fee payer—you'll need to decide which payer will cover the cost of billable extras.

To mark a fee payer as solely liable:

1. Go to the Resident Profile.
2. Select the Booking tab.
3. Click on the Fee Payer tab.
4. When adding or editing a private fee payer, you'll see a checkbox to mark them as solely liable for billable extras.
   1. Important to note if another fee payer is already marked as solely liable, the checkbox will be greyed out.
5. Following the creation or saving of the private fee payer, the solely liable fee payer icon will be associated with the fee payer profile.

What happens next?

From this point on, any billable extras marked as “Scheduled” will automatically appear on that fee payer’s next invoice and credit note, as part of the routine billing cycle.

Following the generation of the financial document, the status of the billable extras will go from “Scheduled” to “Complete”.