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MYOB - Update Email Text

When you send out an invoice from MYOB 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.

Insert Payment Details

  1. When logged into your MYOB account, click your business name at the top right corner of the page
  2. Select 'Sales Settings'
  3. Click the 'Email Defaults' tab
  4. In the section called 'Default invoice email', paste the text from your welcome email into the textfield. If you have not received your welcome email with your unique text to paste into this field, please reach out to your Customer Success Manager or our team at support@withmarmalade.com

Turn off reminders

Next select the "Reminders" tab and ensure that invoice reminders are turned off. This is because Marmalade will do this for you.