[New Feature] Finance | Send payment overdue reminders to your owners
03 October 2019 | Prism Finance
You can now send an owner or multiple owners a reminder on overdue accounts. This affords you the chance to remind owner(s) at any time, in addition to the normal Statements sent.
In the Finance Dashboard, display DEBTOR'S REPORT. Select an owner or multiple owners in the far left hand side column, then click SEND REMINDER.
Adjust the default message to suit before sending.
The email includes the test, a PAY HERE button and an attached Statement of Overdue account.
[Finance] Improvement to Payment Note template
1 June 2022 | Enhanced Feature| Finance | Payments In the template of the Payment Note that appears on end of month Statements, you can now: insert the unique secure Direct Debit Authorisation link to encourage owners to authorise you to direct debit ...
[Feature] Finance | Add Payment directly in Prism
Release Date: 22 October 2020 This release applies only to Prism Finance subscribers who do not use Xero or MYOB, integrated with Prism Finance. It enables owner payments to be recorded against the relevant owner account, directly within Prism. If ...
[New Feature] Finance | Debt Recovery services, all within your Prism portal
Release Date: 28 May 2020 We are excited to announce a new collaboration with Thoroughbred Recoveries, a leading boutique recovery agency specialising in the thoroughbred industry across Australia. This collaboration provides Prism Finance clients ...
[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] New Statement option for Syndicators
Enhanced Feature | Finance | Syndicators only If you are a subscriber to the Prism Syndicator solution, you can now optionally switch to a new Statement format. By default, the statements and accompanying invoice pages in Syndicator portals, display ...