Home > [NEW] Updating Invoice Templates in MYOB

[NEW] 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: Navigate to Sales Settings

  1. Log in to your MYOB account.

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

  3. Select Sales Settings from the drop-down 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 from the latest email from Marmalade -- with the subject line: “Congratulations, you’re now backed by Marmalade” into the corresponding fields for Bank, Account Name, BSB Number and Account Number.

 

Step 4: Save Your Changes

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

 

Your invoice template now includes your Marmalade payment details in MYOB.