[NEW] Updating Email Templates in Xero

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

Step 1: Navigate to Settings

1. Log in to your Xero account.

2. Select Settings in the upper, left corner.

Step 2: Click on Email Settings

Under General, select Email Settings.

Step 3: Under Templates, Click Edit

1. Find Templates, and click on Edit to the right.

Step 4: Update the Sales Invoice Template

1. Select the Sales Invoice template to open the configuration window.

Step 5: Unselect the Inclusion of Online Invoicing & Summary 

Since the Marmalade payment link is already included, unselect the option to Include Quick Link to Online Invoice and Detail Summary.

Step 6: Add Your Marmalade Payment Link 

1. In the configuration window, scroll down to the body text editor.

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 6: Click Save

Click Save to finalise your changes.

Your default email template is now updated with your unique Marmalade payment link in Xero.