[Draft] Updating Invoice Templates in Quickbooks

To make your invoices eligible for cash in, you need to add your Marmalade payment details to your QuickBooks invoice form style.

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 (often called Standard).

2. Click Edit to open the style editor.

Step 3: Select Add your EFT Details

1. Under the Design tab, select Add your EFT details.

Step 4: Deselect the Display Options

Under the Display select, deselect all of the options.

Step 4: Add Your Marmalade Payment Details

1. In the Message to customer field, paste the exact text from your latest email from Marmalade, with the subject line: “Congratulations, you’re now backed by Marmalade.” This includes your unique payment reference.

Step 4: Select Done

Once completed, select Done in the lower right corner.

Your QuickBooks invoices now include your Marmalade payment details, making it simple for your customers to pay and for you to receive cash-in.