Updating Invoice Templates in Quickbooks

Before an invoice can be systematically assessed for cash-in, please add your Marmalade banking 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. 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 payment reference.

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

4. Confirm that the pasted text includes your new Marmalade banking details. 

Step 4: Select Done

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