How owners can pay via Credit or Debit Card
Clicking on the PAY HERE button on a statement will open the payment page in their browser.
The owner just needs to fill in their payment information and click on the PAY button to complete the payment. All the security is built in via Thoroughbred Payments' platform.
Once the payment process is complete, a receipt will be sent to the owner's email address.
You are able to see the status of a statement in Finance – Dashboard - Statements.
- Created: Statements are newly generated.
- Sent: Your statement was sent to owner account’s email address.
- Seen: The statement was opened by the owner.
- Processing: Owner has paid and Thoroughbred Payments is processing the transfer to your bank account.
- Received: Thoroughbred Payments has processed the transfer to your bank account.
- Error: Please contact support@prism.horse.
Related Articles
How to setup Direct Debit authorisations
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 charge those Owners on the date payment is due. You must have Thoroughbred Payments integration with ...
How to setup Thoroughbred Payments
By choosing to integrate Thoroughbred Payments with your Prism Finance portal, you enable the following benefits: A PAY HERE button on each monthly Statement/Invoice sent which allows owners to easily pay the amount owed via credit or debit card; ...
How to process Direct Debits
Processing Direct Debits After the Owner submits their authority for you to direct debit (read How to setup Direct Debit authorisations), you can proceed to debit the owner’s credit or debit card, or their bank account, on their statement due date. ...
How to configure your Organisation for Finance
This section allows you to configure relevant finance settings and content on your customer Statements. To add or update information, click on your profile at the top right of the screen, then select Organisation Config. Organisation Information ...
Prism Finance And Xero Overview
Overview of Both Systems The integration with Xero allows Prism Finance users to manage finance transactions and billing processes in Prism, along with payment reconciliations and other accounting specific tasks in Xero. Specifically, Xero is used ...