Bulk adjusting billing contract subscription contributions

Overview

It allows admins and managers to update contribution amounts across multiple billing contract subscriptions in a single operation, rather than editing each subscription individually.

A billing contract defines the rules for how a resident's care fees are charged — including the contribution unit (daily, weekly, or annual), accepted payment methods, and funding sources. Each billing contract can have multiple subscriptions, where each subscription links a specific funder to a booking. A contribution is the charge amount effective from a given date on that subscription.

When you bulk adjust contributions, Found cancels any existing contributions at the chosen effective date and creates new ones with your specified amounts. If the effective date falls within a period that has already been billed, Found automatically calculates backdating adjustments to reconcile the difference.

Step-by-step guide

Step 1 — Open the bulk adjustment panel

Navigate to the billing contracts area and select Manage billing contracts from the actions menu. Choose Adjust contributions to open the bulk contribution adjustment panel.

Step 2 — Set filters

In the filters section, you must provide:

• Effective date — the date from which the new contribution amounts apply

• Location(s) — one or more locations to pull subscriptions from

Optional filters are available to narrow results further, such as subscription status or funding source. Once a date and location are selected, the filters section collapses automatically and the subscriptions table loads.

Step 3 — Review and edit subscriptions

The subscriptions table groups results by contribution unit across three tabs: Weekly, Daily, and Annual. Each row shows the current contribution amount and allows you to enter a new amount inline.

Use the adjustment controls to apply a change across all subscriptions in the current tab at once:

• New amount — sets a fixed amount for all subscriptions

• Increase — adds a percentage or fixed amount to all current contributions

• Decrease — reduces all current contributions by a percentage or fixed amount

You can also edit individual subscription amounts directly in the table. Use Reset to clear changes for the current tab.

Step 4 — Preview changes

Select Save changes (enabled once at least one change is entered) to open the preview dialog. This shows:

• Each subscription being adjusted, with the old and new amounts

• The period the backdating adjustment covers

• Any linked contract adjustments (for parent subscriptions with deduction relationships)

• A total adjustment amount across all changes

Step 5 — Choose a follow-up action (optional)

Before confirming, you can optionally select a follow-up action:

• Schedule adjustments — queues the adjustments for the next billing period

• Create invoices now — immediately generates invoices, requiring you to set an issue date and due date

You can also add notes that will be recorded against all new contributions created in this adjustment.

Step 6 — Confirm

Select Confirm to apply all changes. Found will:

1. Cancel any existing contributions at the effective date for each selected subscription

2. Create new contributions with the updated amounts

3. Calculate and record any backdating adjustments

4. Create invoices if that follow-up action was selected

A success notification confirms how many subscriptions were adjusted, and how many invoices were created (if applicable).

Validation rules

Found enforces the following rules when processing a bulk adjustment. If any subscription fails validation, no changes are saved — the entire operation is rolled back.