When you send out an invoice from Quickbooks it's necessary to include a link to the Marmalade payment page in the email. This makes it quick and easy for your customers to pay their invoices.
1. Insert Payment Details
First, click the settings cog icon in the top right hand corner of Quickbooks and select 'Custom form styles'.
Next select the default form style, it might be called 'Standard'.
Select the 'Emails' tab at the top.
Under the 'Message to customer', paste the text from your Welcome email into the textfield. This will add your business' Marmalade payment link to each email you send out.
2. Adjust Email Format
You'll also need to adjust an email format setting to ensure your customers receive accurate payment information.
Again, click the settings cog icon in the top right hand corner of Quickbooks and select 'Account and Settings'.
Select `Sales` and look for a section called `Online delivery`. You'll want to change the setting under `Additional email options for invoices` to plain text.
3. Turn off reminders
On the same settings screen as the adjust email format, you'll want to make sure invoice reminders are turned off. This is because Marmalade will do this for you.