Before an invoice can be systematically assessed for cash-in, please add your Marmalade banking 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
Log in to your MYOB account.
Click your Business Name in the top, right corner.
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.
Locate the Direct Deposit section.
Find the latest email in your inbox from Marmalade with the subject line: “Congratulations, you’re now backed by Marmalade.”
Paste the provided details from the email into the corresponding fields for Bank, Account Name, BSB Number and Account Number.
Confirm that the pasted text reflects your new Marmalade banking details.
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.
If you require any further support, please contact our Customer Experience team at support@withmarmalade.com.