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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 payment details in the 'Your payment details' section

In your Welcome email you'll find the specific text to use that includes your unique payment reference.

Copy and paste these details from the email we sent you into the "Message to customer" section and click 'Done'.