Adding an adjustment to a pro-forma

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After generating a pro-forma invoice, you may need to apply additional charges/discounts, these are known as care fee adjustments within Found.  

To add an adjustment to a pro-forma invoice, you must first create the adjustment.

How to create an adjustment:

1. Navigate to the Resident Profile.
2. Go to the Billing section and click on the Care Fee Adjustments tab.
3. Click the Add Care Fee Adjustment button.
4. Select Pro-forma Invoice from the available options.

After clicking Add Care Fee Adjustment, complete the following fields to define the adjustment:

• Choose booking: If the resident has multiple bookings, select the relevant one. If only one booking exists, this field will be auto-populated.
• Choose fee payer: Select the Fee Payer for whom the adjustment is being made. If there is only one Fee Payer, this will auto-populate.
• Description: Provide a clear and concise description of the adjustment. This will appear as a line item on the pro-forma invoice.
• Care fee period start date: Specify the start date for the adjustment period.
• Care fee period end date: Specify the end date for the adjustment period.
• Type: Choose the type of adjustment.
• Addition: A positive value that increases the cost of the pro-forma invoice.
• Deduction: A negative value that reduces the cost of the pro-forma invoice.
• Amount: Enter the total value of the adjustment.
• Notes: Add any internal notes. These will not be visible to the Fee Payer.

Once the adjustment is created, it will be added to the Pro-Forma Invoice Adjustments Table, where it is ready to be linked to the pro-forma invoice.

Adding the adjustment to the pro-forma invoice 

Once the adjustment has been created, follow these steps to add it to the pro-forma invoice:

1. Return to the pro-forma invoice.
2. Click the Add Adjustment button.
3. Select the relevant adjustment from the available options.
4. Once submitted, the adjustment will be reflected in the pro-forma invoice, either increasing or decreasing the total amount based on whether it is an addition or deduction.