Copying a fee payer from one booking to another

3 minutes read

In scenarios where an additional booking is added to a resident's profile—such as for repeat respite stays or when the resident returns to the home at a later date—you can copy the existing fee payer to the new booking if the same fee payer is funding it. This helps prevent duplication of fee payer records in both Found and your accounting software.

How to copy a private fee payer

1. After creating the new booking, go to the Billing tab within the resident’s profile, then select the Fee Payer tab.
2. Click Add Fee Payer.
3. Choose Copy from other booking (this option is only available if the resident has multiple bookings).
4. Select the appropriate Fee Payer from the list.
5. Enter the Fee Contribution.
6. Select whether the Fee Payer is solely responsible for billable extras.
7. Click Copy Fee Payer.

The fee payer details from the previous booking—including the Fee Payer Reference and Fee Payer ID—will be carried over. Because the fee payer is being copied, a duplicate warning for the Fee Payer Reference will not appear.

How to copy a company fee payer

1. After creating the new booking, go to the Billing tab within the resident’s profile, then select the Fee Payer tab.
2. Click Add Fee Payer.
3. Select Add Company Fee Payer.
4. Choose the appropriate Fee Payer from the list.
5. Complete the relevant fields to create the company fee payer.

Copying a company fee payer follows the same steps as adding a new one. However, if the same company fee payer has funded a previous booking for the resident, the Fee Payer ID will remain the same after you’ve created the Fee Payer. Additionally, if you enter the same Fee Payer Reference, no duplicate warning will appear, as the product recognises it as the same fee payer, not a new one with a matching reference.