Statements have historically been sent bi-monthly, only accessible via an email link. Now, in response to the feedback you’ve shared, we’ve streamlined the process:
Your PDF is attached, not linked – No more clicking through email links to access your statement. Each statement now arrives with an attached PDF, ready to save or share.
Monthly, not twice monthly – Instead of two separate emails, you’ll receive a single, comprehensive monthly statement, reducing inbox clutter while keeping all the details you need in one place.
Example Statement:
Please see below common FAQs in regards to the new statements:
Who does the statement get sent to:
The statement is sent to the email address listed as the "primary contact" in your accounting platform. Please update the contact email address of the customer in your accounting platform if this is not correct
What invoices are included on the statement:
The statement includes all unpaid invoices issued to a customer up until the end of the previous month. It also includes cashed-in invoices which have been repaid to Marmalade and have an open corrective invoice.
There is an invoice on the statement that my customer doesn't owe:
If the statement includes an invoice that isn't payable please double check:
The invoice is marked as paid in your accounting platform
The invoice is marked as paid in Marmalade
The invoice is not a cashed-in invoice which has been repaid by you to Marmalade: If it is please search for the invoice number in your accounting platform and look for the invoice issued under the "Marmalade Balance Settlement" contact. This invoice should be credited to remove it from the statement
The statement wasn't sent to my customer:
If the statement is missing an invoice please double check:
The customer has been issued an invoice with Marmalade's bank details
There are unpaid invoices issued to the customer from the previous month
The statement is missing an invoice:
If the statement is missing an invoice please double check:
The invoice was issued in the previous month (invoices issued in the current month will be included in the following month's statement)
The invoice hasn't recently been paid and is still outstanding
The remaining balance of the invoice is greater than 99c
Can I turn off the statement for a particular customer:
Yes - Please refer to our article here on how this can be done.
This update makes it easier to manage your records, access information quickly, and stay organised. No extra steps—just a seamless, simplified experience.
Look out for your next monthly statement, now with an attached PDF! Let us know what you think or if you have questions that aren't covered in this article please reach out to our team at support@withmarmalade.com.