[NEW] Updating Email Templates in Quickbooks

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

1. Log in to QuickBooks.

2. Click the Settings icon in the top, right corner.

3. Select Custom Form Styles from the menu.

Step 2: Edit Your Default Invoice Style

1. Find the style marked as Default.

2. Click Edit to open the style editor.

Step 3: Select Emails Tab

Select the Emails tab to the right.

Step 4: Select Full Details and PDF Attached

Under the How your invoice appears in emails drop-down, select Full Details and PDF Attached.

Step 5: Unselect the Greeting Option

Unselect the Use Greeting option, as your templated text already includes a greeting.

Step 6: Input Payment Details

Under Message to Customer, 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 each invoice email.
 

Step 6: Turn off Reminders

Select the Reminder Email drop-down, and remove all pre-populated text. Marmalade will deliver reminders on your behalf.

Step 6: Select Done

Once completed, select Done in the lower, right corner.