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.
Here's what you can expect.
Please see common FAQs below, relating to these new statements.
Which customer email 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. How do I proceed?
If the invoice has not been cashed-in, please confirm the following:
The invoice is marked as paid in your accounting platform.
The invoice is marked as paid in Marmalade.
Alternatively, if the invoice has been cashed-in:
Ensure the invoice amount, payable by you, has been added to your Make Good Balance.
Add a credit note for the same amount on the corresponding corrective invoice in your accounting software.
The statement wasn't sent to my customer. How can I fix this?
If the statement was not sent to your customer, please confirm the following:
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. What should I do?
If the statement is missing an invoice, please confirm the following:
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 therefore, 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 actioned.
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! If you have questions that aren't covered in this article, please reach out to our team at support@withmarmalade.com.