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

1. Locate the Message to Customer field

2. Find the latest email in your inbox from Marmalade with the subject line: “Congratulations, you’re now backed by Marmalade.” This includes your unique Marmalade payment link.

3. Paste the exact text from the email into the Message to Customer field. 

4. Confirm that the pasted text includes your unique Marmalade payment link. 

Step 7: Turn off Reminders

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

Step 8: Select Done

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