Set up and send Request to Pay (SMS Reminder) to owners

Together with Thoroughbred Payments, we have integrated a feature called "SMS Reminder" to Debtor Report screen so that users can send emails and text messages to owners to remind them to pay the debt. In order to use this feature, the users must follow the below steps to set up:

1. Setting up the SMS Reminder is similar to setting up Direct Debit.  Head over to your Debtors Report and click "Set up SMS Reminder" > "Export Pending List"

2. Review the exported .csv file and remove the owners in the list you do not need to set up for SMS Reminders.  Save the file and then Import.

3. Add the owners as customers on Thoroughbred Payments and enter the Customer References from imported file.

4. Make sure the owners on Prism have a mobile number entered that starts with (04)

5. The setup is now complet. You can  now choose owners to send an SMS Reminder by going to your Debtors Report selecting them on the left column and then clicking SMS Reminder.

6. The request status will be shown on Thoroughbred Payments

7. Thoroughbred Payments will send the selected owners an email and SMS reminder.

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