Credits are No Longer Confused With Overdue
We heard your feedback, and we’ve made a change.
Going forward, when a client has a credit balance, it will no longer show up as an overdue amount.
This adjustment helps eliminate confusion and ensures your clients have a clearer view of their account status.
Related Articles
[Improvement] Finance | Enable pushing of credit notes from Prism to Xero
Previously, any Credit Notes raised in Prism would only synchronise to Xero upon running the month end statement process in Prism. We have now enabled an option to push these Credit Notes to Xero immediately, should you prefer that to occur. Our ...[Improvement] Finance | Applying GST to credit note amounts
Release Date: 17 July 2020 Credit Notes in Prism have now been upgraded to better manage how GST is applied. Previously, GST was only applied to credit notes for GST-registered owners. This works perfectly well if you receive prizemoney on behalf of ...[New Feature] Finance | Send payment overdue reminders to your owners
03 October 2019 | Prism Finance You can now send an owner or multiple owners a reminder on overdue accounts. This affords you the chance to remind owner(s) at any time, in addition to the normal Statements sent. In the Finance Dashboard, display ...[Improvement] Finance | Statement email and Overdue Reminder email default text
You can now setup and maintain default texts for your Statement Emails and Overdue Reminder Emails. This is in addition to the default text in the Payment Notes section of your Statements. Go to Organisation Config. At the bottom of the Organisation ...[Improvement] Finance | Customer refunds and overpayments recorded in Xero now synchronise with Prism
Customer Refunds and Customer Overpayments processed in Xero now sychronise into Prism to maintain and accurate Debtor's balance. In Xero, you can process a refund to an Owner (Customer in Xero), when either one of the two events occur. If an owner ...