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queenbean84
Level 1

Transaction Type Says "Pledge" on Customer Statement

Our statements say "Pledge" as the transaction type but I want it to say "Invoice".  Is there a way to do that?

7 Comments 7
SarahannC
Moderator

Transaction Type Says "Pledge" on Customer Statement

It's good to hear from you, queenbean84. Yes, there is a way to change the transaction name as Invoice. 

 

When the company type is set to Nonprofit organization, the Invoice term turns into Pledge. Changing this one is quite easy. We only need to follow a few steps to make it. Let me guide you how:

 

  1. Go to the Gear icon.
  2. Select Account and Settings under Your Company.
  3. Choose the Company tab from the left side.
  4. Under the Company type, click the drop-down arrow for the tax form and select any type you want except the Nonprofit organization.
  5. Click Save. Then, Done.

done.PNG

 

Once done, let's refresh the browser either by clicking the Reload icon, or you can press F5 on your keyboard. This way, we'll be able to see if you're now using the Invoice term. Also, you may want to know more about the company settings in QuickBooks Online.

 

If you have other questions, you can always post them here. I'll help you figure them out. Take care!

bookkeeperphillyw
Level 1

Transaction Type Says "Pledge" on Customer Statement

What should you do if your company is actually a nonprofit and you want the type to read "invoice" instead of "pledge" on a Customer Statement?

Rubielyn_J
QuickBooks Team

Transaction Type Says "Pledge" on Customer Statement

Hi there, @bookkeeperphillyw.

 

I'm here to provide insight into the type that will show on your Customer statement.


Pledges will appear in QuickBooks Online when a user has selected non-profit as their organization. However, Pledge can be renamed to Invoice when you send it to your customer.

 

Here's how:

  1. Go to the Gear icon and select Custom Form Styles.
  2. If you wish to modify an existing style, select Edit in the Action column. While if you wish to create a new template, click New style in the top right-hand corner and choose Invoice
  3. Choose Content in the upper left of the screen.
  4. Click the top box of the preview panel to the left.
  5. Edit the form name to your desired term, such as Invoice.
  6. Select Done when finished.

I've added this article for additional insight into customization, such as the different options available: How to Customize Invoices, Estimates, and Sales Receipts.

Just click the Reply button if you have other queries. I'll be here to help you out. Have a pleasant day.

SunshineTim
Level 2

Transaction Type Says "Pledge" on Customer Statement

Hello,

 

This solution only addresses the invoice form.  Is there a way to customize the customer statement so that it says Invoice instead of Pledge?

 

Thnaks,
Tim

SarahannC
Moderator

Transaction Type Says "Pledge" on Customer Statement

Hello there, @SunshineTim.

 

The Pledge term will appear in QuickBooks Online when a user has selected a non-profit organization.

 

The customer statement shows depends on what term your QuickBooks Online is using. Yes, you're right that changing the word from the template will not apply to the customer statement.

 

You'll want to toggle another company type. Then, send the customer statement to your client. If you want, you can print them (customer statement using Invoice term).

 

 These steps will guide you further:

 

  1. Go to the Gear icon.
  2.  Select Account and Settings under Your Company.
  3. On the left panel, click Company.
  4. Select Company type, and change the Tax form from the drop-down list.
  5. Click Save and then Done.

Once done, you can go back to the steps above and select the correct company type by changing it back to Non-profit.

 

You can check this article for additional tips and details about handling customer statements in the program: Learn how to send statements to show customers summaries of their invoices, payments, credits, and b....

 

I'm adding a link where you can check the latest news about the product. The QuickBooks Online Blog site is a place where you’ll also get some tips on how to manage the business efficiently.

 

Please let me know if there's anything else you need. I'll be around to help you some more. Take care always.

CSGrace
Level 2

Transaction Type Says "Pledge" on Customer Statement

I thought there were certain activities that were done/named differently for the non-profit type. Don't you lose those extra changes if you change the company type? For that matter is it ethical to change the entity type?
TirzahC
Level 7

Transaction Type Says "Pledge" on Customer Statement

It's good to hear from you,CSGrace.

 

Generally, pledges will appear in QuickBooks Online when a user has selected that their organization is a non-profit. If you're needing to change the name of the transaction that's sent to your customer/member, there's a changes on that, especially in invoices and reports.

 

Changing your business entity does not affect your financial reporting in QuickBooks.However, if that company type is registered in IRS, there's no issue with that. 

 

You can find out additional details about this type of setup in this article: Configure an account for a nonprofit organization.

 

Please let me know if you have any other concerns or questions about your QuickBooks Online (QBO) account. I'm always here to lend a helping hand. Have a great day! 

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