Invoices in the Conditionally Available tab are invoices which can be made eligible for cash-in by either:
- Updating the customer’s details in your accounting platform or,
- 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:
- Name
- Phone
- 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:
- Xero - Click Here
- Quickbooks - Click Here
- MYOB - Click Here
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.