Product update

Credit Notes

Credit Notes for Cashed-in Invoices!

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By Alitia St Pierre

It's with great excitement that we announce the launch of a new feature designed to further empower your businesses: Credit Notes! At Marmalade, we're committed to continually enhancing our platform to meet your needs, and the introduction of credit notes is another step forward in achieving this goal.

The Reason Behind Credit Notes

As we reimagine and redesign the way businesses manage their finances, we recognise the importance of flexibility and ease in handling transactions. Occasionally, changes need to be made to invoices even after they've been cashed-in - that's where this update comes in. Whether you need to issue a refund, adjust an invoice, or resolve discrepancies, our new credit notes feature provides a seamless solution for cashed-in invoices.

What's New with Credit Notes

With the addition of credit notes to our platform, you now have the ability to effortlessly manage adjustments to cashed-in invoices. Our streamlined process ensures that you can associate credit notes with invoices in a few simple steps, all within the Marmalade interface. No more hassles switching between platforms or grappling with complex procedures.

How to Utilise Credit Notes for Cashed-in Invoices

Creating and applying credit notes in Marmalade is designed to be intuitive and efficient. Follow these steps to take advantage of this feature:

  • Create the credit note in your accounting platform without associating it to an invoice.
  • In Marmalade, navigate to the Invoices page where you'll find information about the credit note detected by our system.
  • Select the invoice you wish to apply the credit note to, then choose 'Action' followed by 'Allocate credit note'.
  • A panel will appear allowing you to select the credit note by its number and allocate it to the invoice.
  • Once allocated, Marmalade will confirm the successful application of the credit note, updating the Credit Note panel accordingly.

FAQs and Support

We understand that transitioning to new features may raise questions, which is why we've compiled a comprehensive FAQ section to address any queries you may have. Additionally, our dedicated support team is on standby to assist you with any issues or concerns you encounter along the way.

Join Us on the Journey

At Marmalade, we're not just building a product; we're fostering a community of empowered businesses. Your feedback and suggestions are invaluable as we shape the future of financial technology together. We invite you to share your thoughts and ideas with us, as we embark on this journey of growth and innovation.

With Marmalade, you’re always on the money.


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