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Add Marmalade's Bank Details to your Invoices

To add the Marmalade payment details to your invoices in MYOB AccountRight you will need to create a Custom Form.


Step 1. Create a Marmalade Invoice Form and add your new Bank Details to it:

  1. When logged in to your MYOB AccountRight Desktop application go to 'Setup'
  2. Choose 'Customise Forms'
  3. Click the 'Invoices' tab on the left

Note: You will need to add Marmalade's details to all forms that you use for your customers. So if you only use the Service Forms, you will only need to create a Service Form template, however, if you use Multiple types of forms you will need to repeat the below process for each form type.

  1. Select the form you want to customise and then click 'Customise'
  2. Review the form and make the necessary changes and then in the payments section add the Marmalade Account Name, BSB and Account Number into the appropriate section at the bottom of the form. You'll find your specific bank details including your unique payment reference in your Marmalade Welcome Email.


Step 2: Make the New Marmalade Form the Default for Each Customer:

Due to the unique nature of the MYOB AccountRight integration you will need to make the new Marmalade Form the default for each customer before the invoices are emailed. Failure to do so will result in the invoices not appearing to have our details on them and restrict your ability to cash-in these invoices.

To set a customer's default form

  1. Go to the Card File command centre and click Cards List.
  2. Click the Customer tab.
  3. Click the zoom arrow to open the customer's card.
  4. Click the Selling Details tab
  5. In the Sales Layout field, select the appropriate Form Type 
  6. In the Printed Form field, select the Marmalade template created above
  7. Repeat Step 4 and 5 for each Form Type used by the Customer

Note: If you can't see your customised form, make sure the applicable Sale Layout is selected and that you've created a Marmalade Form for that particular Sales Layout.