How to send Request to Pay (SMS Reminder) to owners

How to send Request to Pay (SMS Reminder) to owners

In collaboration with Thoroughbred Payments, we have integrated a new feature into the Debtor Report screen called "SMS Reminder". This feature allows trainers and syndicators to send email and SMS reminders to owners regarding outstanding amounts. To use this feature, please follow the steps below:

1. Ensure owner contact details are complete
Make sure the owner's finance account on Prism includes at least an email address or a phone number.
Note: Phone numbers must be numeric, start with "04", and contain exactly 10 digits.


2. Select the relevant owners and amounts
Go to Finance > Debtor Report, then select the owner(s) and the amount(s) you want them to pay. For example:
  1. To request payment for all outstanding amounts, tick the checkbox next to the owner’s name.

  1. To request payment for specific amounts, tick the checkbox next to the corresponding amounts.


3. Send the reminder
  1. Once selections are complete, click the "SMS Reminder" button at the top of the screen.

  1. Alternatively, you can click "SMS Reminder" on each row to send a request to individual owners.

4. Track the request status
The request status will be displayed in the Thoroughbred Payments system.



5. Delivery of reminders
Thoroughbred Payments will send emails and/or SMS messages to selected owners, based on the contact details available in their finance account.



Note: If an owner has an unallocated payment greater than the amount owed, or if the debt has already been requested via direct debit, the system will treat the payment amount as less than $0.00 and display an error message.

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