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R
rbs22books-gmail
August 31, 2023
Question

How do I use the word Invoice rather than pledge?

  • August 31, 2023
  • 2 replies
  • 0 views
What is a pledge

    2 replies

    R
    Rea_M
    August 31, 2023

    A pledge is another term for invoice (non-profit organization), which is a promise by a donor to give money to an organization in the future, rbs22books. Let's customize your template so you can use your preferred sales form name in QuickBooks Online (QBO).

     

    If you set up your company as a non-profit organization, QuickBooks automatically use the word pledge instead of invoice. To change your form name from pledge to invoice, edit your template. Here's how:

     

    1. Go to the Gear icon.
    2. Select Custom form styles.
    3. Find your template and select Edit under the Action column.
    4. Go to the Content tab in the upper-left of the screen, then click the top box of the preview panel to the left.
    5. Proceed to the Form names section and type in Invoice in the Invoice field.
    6. Select Done. 

     

    If your company isn't a non-profit organization, you can update your Company type in the Account and Settings page. This way, QuickBooks will automatically change your sales form name from pledge to invoice.

     

    To learn more about customizing the appearance and layout of sales forms, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Once your customer pays your invoice, record the payment to balance your accounts. To complete this process, you can check out this article: Record invoice payments in QuickBooks Online.

     

    Should you need anything else or have questions about managing sales and income transactions in QBO, let me know in the comments below. I’m more than happy to help. I wish you the best.

      R
      rbs22books-gmailAuthor
      October 12, 2023

      Hello!  Thank you so much for your help!  I followed the instructions and it worked in some places but not in others.  I'm hoping it updates in the next few hours or day to change everything.  For example, when I go to create an invoice, the word I click on in the drop down still say Pledge.  But the actual document says Invoice.  When I go to create a statement, the historical documents still say Pledge. 

      A
      AnneMariee
      October 12, 2023

      Hi there, rbs22books-gmail.

       

      I appreciate your update regarding your concern. It's great to hear that the steps provided by my colleague worked. I'm here to help you so the change reflects on all statements.

       

      If you run a nonprofit company, an invoice is labeled as a pledge. As stated by my colleague, you can update your Company type on the Account and Settings page. Updating your company type from nonprofit will automatically rename your invoice form to pledge.

       

      Additionally, when you create a statement for a customer, you'll see that the documents will say invoice instead of pledge. 

       

      You can refer to this article to learn more about personalizing your company settings in QuickBooks: Edit company settings in QuickBooks Online.

       

      Lastly, feel free to browse this article to learn more about receiving and recording your customer's payments: Record invoice payments in QuickBooks Online.

       

      Reach out if you have any follow-up concerns regarding your settings and invoices. It would be my pleasure to assist you. Have a fantastic day ahead!

      T
      traxsysadmin
      February 20, 2024

      We have the same basic issue. We are a non-profit. We still process invoices. Please allow us to choose whether we use Pledge or Invoice EVERYWHERE, instead of superficially. it is confusing and not how we operate. We are slowly being forced to switch to this platform but we don't have the same control as we had in the past.

        Clark_B
        Clark_B
        February 20, 2024

        Hi there, @traxsysadmin.

         

        Allow me to chime in and provide information about using pledges or invoices as a non-profit company in QuickBooks Online (QBO).

         

        To begin with, If your company is a non-profit organization, QuickBooks will automatically use the word pledge instead of invoice. To change your form name from pledge to invoice. Follow the steps given by my colleague, Rea_M. However, If you want to change your pledge to invoice. You can update your Company type in the Account and Settings page. This way, QuickBooks will automatically change your sales form name from pledge to an invoice.

         

        In addition, when you create a statement for your customer, you'll see that the documents will say invoice instead of pledge. To learn more about personalizing your company, refer to this article: Edit company settings in QuickBooks Online.

         

        I'll also add this article to help you receive and record invoice payments: Record invoice payments in QBO.

         

        Let me know if you have additional concerns about pledges, invoices, or other QBO-related concerns. I'll be here to further assist you.

        J
        Jeff Hausman
        February 21, 2024

        I attempted to adjust the form as described and was not able to add a new invoice form as the default. Also, you seem to be missing the point... My organization IS a non-profit and thus having the non-profit setting (one would assume) has some benefit. By changing my company status, that opens up all sorts of other issues.

        Bottom line, I can think of VERY FEW instances where a non-profit does not have a need for invoicing for programs or services NOT pledges. Whoever made this determination within the Quickbooks organization has no clue how non-profits work and it is just another example of how "the system works great as long as you want to do things exactly as we have things set up for you." 

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