To make it quick and easy for your customers to pay, every QuickBooks invoice email should include a link to your Marmalade payment page.
Step 1: Open Custom Form Styles
Log in to QuickBooks.
Click the Settings icon in the top-right corner.
Select Custom Form Styles from the menu.
Step 2: Edit Your Default Invoice Style
Find the style marked as Default.
Click Edit to open the style editor.
Step 3: Select Emails Tab
Under the sub-sections, select the Emails tab.
Step 4: Deselect Summarised Details, Select PDF Attached
Under the How your invoice appears in emails drop-downs, select Full details and PDF Attached.
Step 5: Deselect the Greeting Option
Given that templated text already includes a greeting, deselect the Use greeting option.
Step 6: Input Payment Details
- Under Message to customer, paste the exact text from your latest email from Marmalade, with the subject line: “Congratulations, you’re now backed by Marmalade.” This will add your unique Marmalade payment link to each invoice email.
Step 6: Turn off Reminders
Select the Reminder email drop-down, and remove all populated text. Marmalade will handle reminders for you, so you need to turn off QuickBooks reminders.
Step 6: Select Done
Your default Branding Theme now includes your Marmalade payment details.