[Finance} Select relevant Finance Account of an Owner, when entering a Quick Invoice
10 February 2022 | Finance | Quick Invoices
The Quick Invoice feature of Prism Finance has long been touted as a key feature for trainers and syndicators invoicing new owners for shares in horses.
Where there are multiple finance accounts for any given owner - for example, an individual finance account and a company finance account, each holding shares in different horses - you can now select the relevant finance account when adding the Quick Invoice.
An owner's name may appear multiple times, with the additional finance accounts identified by the finance account name (e.g. if the owner holds ownership in the name of a syndicator or company).
Simply select the applicable owner account.
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