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pwagner-masstime
November 3, 2020
Question

How do we change "Pledge" to "Invoice" for billing?

  • November 3, 2020
  • 1 reply
  • 0 views
We're a not-for-profit but we bill for advertising. We don't want our bills to be referred to as "Pledges".

1 reply

JenoP
JenoP
November 3, 2020

Setting a company to Non-profit will automatically make your invoice to pledge, pwagner-masstime.

 

However, you can create an invoice template and name it "Invoice". Here's how:

 

  1. Go to the Gear icon and select Custom Form Styles.
  2. Click New style in the top right-hand corner and choose INVOICE. 
  3. Go to the Content tab in the upper-left of the screen, then click the top box of the preview panel to the left.
  4. Proceed to the Form names section and type in Invoice in the Invoice field.
  5. Select Done. 

 

For additional insights about this feature, such as the different options available, feel free to check out these articles:

 

 

As always, don't hesitate to reach out to us again if you need more help when creating transactions in QBO. 

 

L
Lori01
February 5, 2021

Invoice is the form name but in one place on the emailed invoice it still says Pledge.  How can that be changed?

 

J
JonpriL
February 5, 2021

Hello @Lori01,

 

We've got two sections to check why the emailed invoices still said Pledge as the form name. Let me show you how.

 

To start with, let's review the invoice in question and make sure the template used is the one you've customized. To do so:

  1. Open the invoice.
  2. Go to Customize.
  3. Pus a checkmark on the template that has Invoice as the name of the form.

Meanwhile, you can also mark the created template as your default form for invoices. You can do so by following the steps below:

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom form styles.
  3. On the list of templates, find the one you've customized.
  4. Below the ACTION column, select the Edit menu.
  5. Click Make default.

Additionally, I've also included this reference for the different methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

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