Choose where to display Credit Notes in owner statements
By default, Credit Notes are displayed in the Adjustment section of your Owner Statements. If you prefer, we can configure your solution to display Credit Notes in the Tax Invoice section instead.
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if you wish to modify the display of Credit Notes on your statements to customers.
Display owner-specific costs, split costs and discounts separately on Statements
We have improved the presentation of Statements. Any additional owner-specific costs, split costs and discounts are now displayed separately underneath the Owner's share of normal training, agistment, transport and procedure costs. In the below ...
How to Review Statements in Finance
Once created, all Statements and the Status of each can be viewed under the Owners profile or in the Finance Module under the Statement tab. 9.1 FILTER STATEMENT PERIOD You can create statements for overlap period but each transaction/ expense is ...
How to Create Statements in Finance
The Create Statement process is where you have expenses all items for the period and are looking to check and generate invoices to be sent to Owners. This process will also integrate and direct all expenses from the period into the right sections of ...
What is Prism Pay?
As mentioned above, when you send the statement to owners, they are able to receive it via emails. When they click on PAY NOW button in the email, it will open payment page in browser. The page shows the statement ID that the owner is about to pay, ...
How to Archive an Owner
If you wish to remove an owner from a horse, you can archive the owner to ensure you maintain the transaction history of the horse When you archive an owner, it means the horse will stay in their list as an archived horse. But the owner won’t be able ...