[New Feature] Finance | Allow your customers to import your invoices
Release Date: 8 December 2020
Prism Finance subscribers can now enable their customers to import your invoices, if they are also a Prism Finance subscriber.
To enable this feature, your customer must provide you with their unique Prism ID. You can then assign this Prism ID to the relevant debtor account in your Prism portal.
Update your Customer's Debtor Account with their Prism ID
Each Prism portal is assigned a unique Prism ID. Your customer needs to provide you this Prism ID and you need to add this to the debtor account in your Prism portal.
You can manually enter your customer's Prism ID.
Note: You will still send invoices via email.
Alternatively, email a request to your customer via the 'Send Request' feature on the debtor account.
This will send your customer an email with a link to enter their Prism ID into an online form, which will automatically update your debtor account in your Prism portal.
For more information on this feature, read
Import invoices from a supplier who is using Prism
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