The Marmalade Dashboard

The Marmalade Dashboard consists of 5 Key Pages being:

1. The Dashboard
2. The Cash-in Page
3. The Invoices Page
4. The Payments Page
5. The Customers Page

Each of these pages have been designed to ensure you have maximum visibility and control over your invoicing and payments.

1. The Dashboard

The Dashboard provides you with either the 4 Steps to Setup if you're still getting started or a summary of your Status and unpaid invoices once your account is setup.

For more information on the 4 Steps to Setup, refer to this article.

For more information on the Marmalade Status, refer to this article.

For more information on unpaid invoices availability, refer to 2. The Cash-in Page below.

2. The Cash-in Page

The cash-in page provides you with a summary of all of your unpaid invoices categorising them into one of the following 4 statuses:

1. Available Now: These invoices are available for cash-in, and you can instantly turn them into cash
2. Conditionally Available: These invoices can be made available by completing the missing contact information or reissuing the invoice with Marmalade
3. Not Available: These invoices are not available for cash-in due to the total fee exceeding Marmalade’s threshold of 4.99%
4. Cashed-in: These invoices have been cashed-in, and while they will be marked as paid in your accounting platform, they are still payable by your customer

The invoices in the first four tabs should add to the total value of unpaid invoices in your accounting platform.

For more information on this, refer to our Cash-in Availability article.

3. The Invoices Page

The invoices page details all of the invoices in your accounting platform since its connection to Marmalade.

As Marmalade pays for the invoice in full and marks it as paid after a cash-in request is accepted, the invoices page can be used to see what invoices customers have and haven't paid.

Navigating the Invoices Page:

• Filtering: To filter the list of invoices, click the Filter button in the top right corner of the page and select from the menu that appears in the right drawbar.
• Additional Information: To see more information regarding the invoice and to take actions on cashed-in invoice you can click on row containing the invoice details or select the Action button.

Actioning Cashed-in Invoices:

The following actions can be taken on cashed-in invoices;

1. Cancel a cash-in request
2. Allocate a Credit Note
3. Notify us of a Direct Payment
4. Provide details on overdue invoices

4. The Payments Page

The payments page details all payments that have been received into your Virtual Bank Account (VBA).

Navigating the Payments Page:

• Filtering: To filter the list of payments, click the Filter button in the top right corner of the page and select from the menu that appears in the right drawbar.
• Payment Status: Each payment has a status to provide more information regarding the payment
• Additional Information: To see more information regarding the payment you can click on row containing the invoice details or select the View Details button.

The Payment Status:

• New Payment: Payment has been received and has not yet been reconciled
• Paid Out (with lighting bolt): Payment has been paid out using the OSKO Payment System
• Paid Out (with yellow dot): Payment has been paid out, with a portion of the payment manually passed back
• Paid Out (no icon): Payment has been paid out in a payout file so may take additional time to clear into your account
• Matched: Payment has been received and allocated to one or more cashed-in invoices

Additional Information:

Details regarding when the payment was received, where the payment was allocated and when it was paid out to your account can be found by clicking on View Details.

For more information on this, refer to our EFT Payments article.

5. The Customers Page

The Customers page provides a summary of all of your customers, number and status of unpaid invoices and details regarding the last statements issued.

Navigating the Payments Page:

• Filtering: To filter the list of customers, click the Filter button in the top right corner of the page and select from the menu that appears in the right drawbar.
• Managing a Specific Customer: Click on the customers name and you'll be taken into that customer's page where you can see their details, statements and export unpaid invoices.

Customer Details:

Once you've clicked on the customer you'll be able to see the following information:

1. Customer Rating - which will determine the customer's invoice pricing and availability for cash-in
2. Contact Details - which will be used when issuing statements
3. Statements - which are sent every month or can be generated on demand
4. Unpaid invoices - which can be exported into excel

For more information on this, refer to our Customers Page article.