Home > [Draft] Updating Invoice Templates in MYOB

[Draft] Updating Invoice Templates in MYOB

To make your invoices eligible for cash in, you need to add your Marmalade payment details to your MYOB invoice payment settings. 

Note: Marmalade currently works with MYOB Online only. If you’re using MYOB Desktop, our Customer Success team is here to guide you through a smooth transition to MYOB Online.


Step 1: Log in to MYOB

  1. Log in to your MYOB account.

  2. Click your Business Name in the top-right corner.

  3. Select Sales Settings from the dropdown menu.

 

Step 2: Open the Payments Tab

In Sales Settings, click the Payments tab.

 

Step 3: Add Your Marmalade Payment Details

To receive payments through Marmalade and make your invoices eligible for cash in, you need to add your payment details in the Invoice Payment Options section.

  1. Locate the Direct Deposit section.

  2. Paste the information into the corresponding fields:

    • Bank

    • Account Name

    • BSB Number

    • Account Number

 

Step 4: Save Your Changes

Once the details are entered, select Save to apply the changes.

Your MYOB invoices now include your Marmalade payment details, making it simple for your customers to pay and for you to receive cash in.