Export Direct Debit Client Details to CSV
You can now download a CSV report listing all clients using Direct Debit.
The report includes key information to help you manage payments more efficiently:
- Pending Amount
- Last Debit
- Last Debit Status
- Date of Last Direct Debit
Where to find it:
Go to Finance > Dashboard > Direct Debit, then click “Export All to CSV”:
Related Articles
[Improvement] Finance | Get Direct Debit Link
Released: 23 July 2020 Together with our payment partner Thoroughbred Payments, we have made it even easier for you to share an online form with your owners, for them to securely provide their bank or credit card details for direct debit. In addition ...[Improvement] Direct Debit | Owners' bank accounts can now be direct debited, all within Prism
We are pleased to announce that owners can now provide their bank details to be charged amounts due, if they authorise direct debit. This is in addition to the existing credit card direct debit feature. On the Direct Debit Request form that can be ...[Finance] Send Direct Debit Requests only to owners responsible for paying invoices
12 December 2022 | New Feature | Finance When sending Direct Debit Requests to your owners, the request will now only be sent to owners with more than 0% share in a horse (meaning they are responsible for paying invoices). In the Send Direct Debit ...[Improvement] Finance | Direct Debit Request form improvement
We have modified the disclaimer at the bottom of the Direct Debit Request Form to: improve format; provide a link to Thoroughbred Payments' Terms and Conditions; notify that transactions will appear as payments to Thoroughbred Payments, collecting on ...[New Feature] Finance | Direct Debit your owners, all within Prism Finance
23 October 2019 | Prism Finance | Thoroughbred Payments Together with our payment partner Thoroughbred Payments, we have made it even easier for you to invite your Owners to sign up for direct debit, and to charge those Owners on the date payment is ...