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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?

3 Comments
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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!

Highlighted
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?

Highlighted
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.

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