[NEW] Updating Email Template in MYOB

To make it quick and easy for your customers to pay, every MYOB invoice email should include a link to your Marmalade payment page.

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 Email Defaults Tab

Under Sales Settings, click the Email Defaults tab.

Step 3: Update the Default Invoice Email

1. Locate the Default Invoice Email section.

2. Paste the exact text from the latest email from Marmalade -- with the subject line: “Congratulations, you’re now backed by Marmalade.” This will allow you to add your unique Marmalade payment link to every email template.

Step 5: Navigate to Reminders Tab

Under Sales settings, click the Reminders tab.

Step 6: Click on the Reminders Settings Button 

Within the Reminders tab, click on Reminders Settings.

Step 7: Unselect Send Invoice Reminders

Unselect the option to Send Invoice Reminders. Marmalade will deliver reminders on your behalf.

Step 8: Save Changes

Once you have applied the changes, click Save.