Update Email Template

When using MYOB Accountright you will need to ensure that the account is setup to send emails out of the software in order for them to be ingested by Marmalade.


1. Set up AccountRight to Send Emails (if not already set up)

  1. When logged into your MYOB account, click the Sent Emails button in the Command Centre and an assistant will appear to help you set up the email preferences
  1. Follow the steps in the Setup Wizard to set up your name and reply to email adress
  2. Select the preferred Form Templates. If not already created follow the steps in this article here to select the Marmalade Templates
  3. Set Up Online Payments: Ensure that no payment methods are selected here as Marmalade will be your payment gateway.


2. Once Emails are Setup update the Draft Invoice Email

  1. Go to the Setup menu and choose Preferences.
  2. Click the Emailing tab
  3. Click Email Defaults.
  4. Click the tab for the email type, for example Sales.
  5. Enter the default subject and then copy the text from the welcome email into the body of the email.
  6. Click another other tab in the Email Defaults window and repeat from step 4 for the other documents you email.
  7. Click Close.
  8. Click OK on the Preferences window to save your changes.


3. Turn off Email Reminders

It's important to ensure that invoice reminders are turned off. This is because Marmalade will do this for you. To do this follow the steps below:

  1. Setup menu > Preferences > Emailing tab > Invoice Reminders . The Invoice Reminders window appears.
  2. Ensure the option to Send invoice reminders is NOT selected.