Option to disable the synchronisation of $0 invoices to Xero

Release Date: 04 November 2021

On occasions, such as when a debtor is receiving a 100% discount, you may issue invoices for a zero amount.

This is typically the case when a trainer owns a shareholding interest in a horse he/she trains. An overall discount of 100% is often applied to the trainer's owner/debtor account.

Subscribers to Prism Finance can now choose to NOT synchronise those invoices into Xero. As there is no amount owed, there is often no need for invoice and invoice lines to appear in Xero. 

If you wish to NOT sync $0 invoices into Xero, navigate to Organisation Config and disable the 'Sync Fully Discounted Invoices' option.

This option remains ON by default, as shown below.

• Related Articles

• [New Feature] Finance | Consolidate Invoices in Xero to improve Xero speed and payment reconciliation process

  Release Date: 02 July 2020 Summary As the Prism Finance module records all expense detail by horse, owner and date, and keeps that data as an historical account of charges, there is often little need to replicate the volume of data in Xero.  ...

• [Finance] Group fees and expenses by category on invoices

  12 December 2022 | New Feature | Finance Subscribers to the Prism Finance module can now elect to display all fees and expenses on Invoice Details, by Category. A Group by Category option has existed for some time to group fees and charges by ...

• Improved Supplier Descriptions For Imported Invoices

  For those using the Import Invoice function, there’s now an improvement in how supplier descriptions (for example, from your trainers) are handled. Previously, imported invoices would display a generic description such as “In training”. Now, the ...

• [New Feature] Finance | Quick Share Sale Invoices

  To benefit Trainers and Syndicators invoicing owners for share sales, we have implemented a "Quick Share Sale Invoices" feature, or "Quick Invoices" for short. Go to Finance > Add Invoice > Quick Invoice (instead of Single Invoice) The Add Quick ...

• [Improvement] Finance | Enable pushing of credit notes from Prism to Xero

  Previously, any Credit Notes raised in Prism would only synchronise to Xero upon running the month end statement process in Prism. We have now enabled an option to push these Credit Notes to Xero immediately, should you prefer that to occur. Our ...