Quickbooks - Update Email Form Style and Settings

When you send out an invoice from Quickbooks it's necessary to include a link to the Marmalade payment page in the email. This makes it quick and easy for your customers to pay their invoices. 1. Insert Payment Details First, click the settings cog icon in the top right hand corner of Quickbooks and select 'Custom form styles'. Next select the default form style, it might be called 'Standard'. Select the 'Emails' tab at the top. Under the 'Message to customer', paste the text from your...

Quickbooks - Update Invoice Form Style

To add the Marmalade payment details to your invoices in Quickbooks, you'll need to update your invoice form style. First, click the settings cog icon in the top right hand corner of Quickbooks and select 'Custom form styles'. Find the style that is marked as the default, it might be called 'Standard'. Click the 'Edit' button. On the left, click on 'Add your EFT details'. To receive payments via Marmalade, and make your invoices eligible for cash in, you need to include the Marmalade payme...