Accounts Receivable
Effortless Accounts Receivable Management
Marlo integrates with popular everyday platforms so you can spend less time on manual operations and more time on your global growth.
Flexible Workflows
Create and send invoices directly from a contract
No need to switch between multiple platforms or software. With Marlo, you can create invoices directly from a contract and send them to your customers with just a few clicks.
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Auto-fill invoice details
Automatically populate invoice fields with contract terms and conditions to reduce manual errors.
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Enhanced vendor accountability
Maintaining accurate records of unpaid invoices enables efficient vendor follow-ups, ensuring timely debt settlement.
Software Integrations
Close your books twice as fast with custom accounting syncs
The custom accounting sync is designed to seamlessly integrate with Marlo's multi-currency business accounts and specialized accounting modules.
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Efficient receivables management
Efficient receivables management with custom accounting syncs, speeding
up reconciliation and reporting. -
Streamlined payment
workflowsSimplify your receivable workflows with tailored syncs, enabling faster, more accurate payment processing.
Invoice Tracking
Accelerate payments with advanced invoice monitoring
Enhance your payment efficiency with Marlo's advanced invoice tracking system. Gain complete visibility into every aspect of your incoming transactions, enabling more effective management and follow-up of outstanding invoices.
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Seamless bi-directional accounting sync
With bi-directional synchronization, Marlo users can enjoy a seamless integration between their accounting data and Marlo, streamlining operations and decision-making.
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Optimized cash flow dynamics
Leverage Marlo's sophisticated invoice tracking to enhance cash flow visibility, a vital factor for operational stability and financial growth.
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Improved customer relationships
Advanced invoice tracking enables precise and timely communication with clients. This enhances payment punctuality and cultivates long-term customer loyalty.
Receive internationally from customers and save money
Effortlessly receive payments from customers around the world while optimizing your financial operations. Our streamlined process not only makes international transactions hassle-free but also offers cost-saving solutions, allowing you to keep more of your hard-earned revenue.
Why Marlo?
Professional invoices now just a few clicks away
Create and send professional invoices in minutes from the Marlo web app. With no need to switch between platforms, enjoy a slick, seamless experience for them and you
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One-stop invoicing
Create and send invoices directly from the Marlo web app, streamlining your workflow and reducing errors.
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Enhanced user experience
Create customers and invoices in just a few clicks, saving time for more important tasks.
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Multi-currency support
Manage international receivables with our multi-currency support, simplifying your global financial operations.
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Get a bird’s eye view of your cashflow
View paid and unpaid receivables at a glance. Know when you’re likely to get paid, so you can plan ahead.
Interested in exploring more?
Marlo caters to the financial demands of your business. Our offerings, from multi-currency accounts to advanced accounting tools, are tailored to simplify your finances. Leverage our market rates, vessel-wise tracking and real-time monitoring for enhanced strategic planning.
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Frequently Asked Questions
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What is accounts receivable?
Accounts receivable helps you manage and track all the money that is owed to your maritime business. It includes features like invoicing, payment reminders, and real-time reporting.
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Can my operations team view the accounts receivable module?
No, only authorized users with the appropriate permissions can access this module.
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How to create invoice in Marlo?
There are multiple ways to create an invoice in Marlo. Navigate to your desired customer details screen either via the Customers in the Contacts Tab or through the "Customers" section in the Receivables tab, click on "+Invoice."
On the "Create Invoice" screen, click on "Add Customer" and choose a customer from the dropdown menu.
Verify the invoice date, due date, and currency settings.
Input the line item details or select from the "Item" dropdown if you have integrated your accounting software.
Preview the invoice by clicking on "Preview".
Once you are satisfied, you have the option to either "Save" the invoice for later or "Save and Send" it to your customer immediately.
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How to record invoice payments in Marlo?
After processing a payment from a customer, it's essential to record the transaction in Marlo to mark the corresponding invoice as paid. Failing to do so will leave the open and marked invoices as unpaid in your reports. You have the option to record either a full or partial payment against an invoice.
Navigate to the 'Contacts' tab and click on the preferred customer listed under 'Customers.' Once redirected to the customer details screen, click on the 'More' dropdown menu and select 'Enter Payment.'Customer Name Selection: On the 'Enter Payment' screen, choose the customer's name. The name will be auto-filled if you've been redirected from either the invoice details or customer details screen.
Invoice selection: Choose the invoices against which you wish to record the payment.
Payment date and method: Select the payment date and choose the payment method from the 'Payment Method' dropdown menu.
Transaction reference or private notes: Optionally, you can enter a transaction reference or add private notes.
Save the record: Once all the necessary information is entered, click on 'Save' to finalize the payment record.
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How do I send my invoices via email?
Once you have created an invoice, navigate to the invoice detail page, scroll down, and click the "Send Email" button.