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 to the existing feature to email an invite to specific or multiple owners to sign up for direct debit, you can now retrieve the unique direct debit URL for each owner. By copying and sharing this URL with the owner, they can complete their online form.
You must be a subscriber to Prism Finance and Thoroughbred Payments to use this feature.
Go to the owner's profile page and then navigate to the owner's finance account. In the direct debit section, you can invite the owner to sign up for direct debit by clicking Send Request. Or you can click Get Link to copy the unique URL for the owner and email the owner manually.
Your payment settings must be up to date with Thoroughbred Payments. If you do not hold a Thoroughbred Payments merchant account, or there is an error with payment configuration, the following message will display.
Don't hesitate to email as at firstname.lastname@example.org if you wish to setup a Thoroughbred Payments merchant account, and/or enable the Direct Debit feature on your Prism account.