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Home > Payments on Demand > 2. Ready to Invoice & Cash-in > Cash-in Availability

Cash-in Availability

Invoice availability is systematically determined after an invoice has been approved in Xero or issued to the customer in Quickbooks and MYOB.

Once approved/issued the invoice will appear in one of the following 3 tabs on the Cash-in Page in the Marmalade Dashboard:

  1. Available Now
  2. Conditionally Available
  3. Not Available

Available Now:

Invoices in the Available Now tab can be cashed-in and if accepted by Marmalade will be paid out to your account the same day.

To cash-in an invoice:

  1. Click on the Cash-in $$$ Now button
  2. You'll be provided with a summary of the invoice total, cash-in fee and the amount to be paid out to your account

By cashing-in, you confirm that all goods and/or services being invoiced have been delivered.

Once an invoice is cashed-in there are a number of processes to be aware of, refer to our article here for more information.

Conditionally Available:

Invoices in the Conditionally Available tab are invoices which can be made available for cash-in by either:

  1. Updating the customer’s details in your accounting platform or,
  2. Updating the payment details on your invoices to Marmalade and reissuing them

Updating the Customer’s Details

Marmalade requires that the contact information in your accounting platform is complete and accurate including:

  1. Name
  2. Phone
  3. Email
  4. ABN (Australian Business Number)

If any of the information is either incorrect or invalid we will require these to be updated. The easiest way to update the information is to do it through Marmalade.

To update the information in Marmalade click the ‘Provide Customer Details’ button and then enter the information, click save and the invoice will become available for cash-in.

Re-issuing Invoices:

To re-issue invoices you first need to ensure that you’ve followed the steps to ensure that Marmalade’s payment details are on your invoices by default. Follow the steps below to ensure this is the case depending on your accounting platform:

Once Marmalade has been set to be your default payment method in your accounting platform you can click on the ‘Reissue Invoice’ button and providing there are no errors with the steps followed this will resend the invoice with your new Marmalade payment details on it to the customer and the invoice will become available for cash-in.

Not Available:

Invoices in the Not Available tab are invoices which are not available for cash-in. 

Invoices in this tab will have details outlining why they aren't available to enable you to work to make future invoices issued to this customer available for cash-in.

Unfortunately, once an invoice is deemed Not Available by our system our team is not in a position to change this. If you have any further questions or concerns regarding a particular invoice's availability you can contact us at support@withmarmalade.com. 

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