Which of my Customers will show on the Customer page? All of your Customers that we can identify as ‘Active’ from your accounting platform will show in the list. What do the stars mean? Every one of your customer's will now have a rating of 1 to 5 stars based on a core set of criteria and information regarding the primary driver of the rating is now visible in the product. The higher the star rating the more likely the customer's invoices are to be Available or Conditionally available to cash...

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 ...

A personalised logo can now be added to your account, ensuring your Marmalade monthly statements look aligned with your brand. In just a few steps, enhance your credibility and reinforce brand recognition amongst your customers with an updated logo. Follow these steps to update your business logo. - Log in to your account - Navigate to Settings - Access the General tab - Scroll down to the Business Logo towards the bottom - Upload your logo, ensuring it meets the file type (PNG or JPE...

Pausing statements for specific customers allows you to tailor communication based on their unique invoicing preferences. This personalised approach can help build stronger, more trusted relationships with your customers by honouring how and when they prefer to receive statements. Please note: Enabling statements is a prerequisite for cash-in, and therefore, pausing a statement will make the customer's invoice ineligible for cash-in. Follow these steps to remove or add statement recipients. -...

The number of invoices you have available to cash-in will be dependent on your Status and your Customer Ratings. Each of these components has a fee associated with it and if the total fee is less than 4.99% the invoice will appear in the Available or Conditionally Available tabs. Understanding the Customer Ratings: - Your Customer Rating is an indication of how confident Marmalade is that the customer will pay in the invoice to Marmalade on time - The higher the Customer Rating the lower the C...

We understand the importance of the relationship with your customers, that's why as part of our Payment on Demand service we try to minimise contact with your customers. For details on how Marmalade communicates please refer to this article here. As outlined in the article, Marmalade does need to contact your customers in the event that an invoice goes long overdue. This article outlines our process for managing the recovery of unpaid cashed-in invoices. Management of invoices prior to custome...