[NEW] 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: Navigate to 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 Add Your EFT Details

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

Step 4: Unselect the Display Options

Under the Display section, unselect all of the listed options.

Step 4: Add Your Marmalade Payment Details

1. In the Message to Customer field, paste the exact text from the 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.