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January 23, 2025
Question

Pledges

  • January 23, 2025
  • 1 reply
  • 0 views

My system is suddenly calling my invoices pledges. How do I switch the 'pledge' setting to 'Invoice' setting?

1 reply

January 23, 2025

Hi CAM6683,

 

Welcome to Community!  QuickBooks Online provides options for your forms, that can be customized to your business needs.  I would be glad to help!

 

If you have a default template for 'pledges', you may not want to make any changes.  However, if you would like to proceed with changing the form name, follow these steps;

 

1. Open your Settings ⚙

2. Select Custom form styles

3. Locate your template and select Edit under the Action column

4. Open the Content tab, then click the Edit 📝 for the Header section

5. Proceed to the Form names section and type in Invoice in the Invoice field.

6. Select Done, to save your changes.

 

In addition,  you can create a new invoice template by following the steps here.

 

Feel free to reach back out with other questions.  We would be happy to help!