Understanding an upcoming invoice or credit note

3 minute read

Upcoming invoices and credit notes refer to the next financial document that will be generated through an invoice schedule or billing contract. These upcoming documents allow you to review and confirm that the information included is accurate before the document becomes official.

They serve as a preview to ensure the details align with expectations prior to generating and issuing to a fee payer.

Viewing an upcoming invoice or credit note

You can view upcoming invoices or credit notes from two places in Found:

1. Resident Profile

To view an upcoming document for an individual:

1. Navigate to the Resident Profile
2. Select the Billing tab
3. Click on Invoices & Credit Notes
4. Go to the Upcoming Invoices & Credit Notes tab
5. Click the three-dot menu next to the relevant schedule
6. Select View Document

2. Invoices & Accounts Dashboard

To view upcoming documents at a location level:

1. Navigate to the Billing tab
2. Select Invoices & Accounts
3. Choose a Location
4. Open the Upcoming Invoices & Credit Notes tab
5. Click the three-dot menu next to the relevant schedule
6. Select View Document

Sharing an upcoming invoice or credit note

You can download any upcoming invoice or credit note as a PDF.

Note: All upcoming documents will have a DRAFT watermark to prevent accidental sharing with fee payers.

To download:

• Click Download PDF when viewing the document.

Making changes to an upcoming invoice or credit note

If any updates are required, they must be made before generating the invoice or credit note.

To make changes:

• Make the relevant edits directly in the Resident Profile.

Examples:

• Need to add a Billable Extra? Simply create the extra and set its status to Scheduled.
• Need to adjust a Fee Payer’s Contribution? Update the contribution, and the changes will dynamically reflect in the upcoming document.