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laura89
Level 1

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

We set up QB account as nonprofit, but our settings did not change "invoices" to "pledges"
Solved
Best answer June 01, 2020

Best Answers
CharleneMae_F
QuickBooks Team

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Hello there, @laura89.

 

I'd be glad to help you change the name of your invoice template.

 

  1. Go to the Gear icon and select  Custom Form Styles.Tue1.PNG
  2. If you'd like to modify an existing style, click Edit in the Action column. If not, click New style and choose Invoice.tue2.PNG
  3. On the Content section, click the pencil icon on the top box.tue3.PNG
  4. Under Form names, type in Pledge in the box beside Invoice.TUE5.PNG
  5. You can click Preview PDF  to see the changes made, then click Done.

 

For additional details in customization of your template, check out this article: Customize Invoices, Estimates, and Sales Receipts.

 

Also, you may want to consider adding a logo on the sales form, which helps establish your company's brand and personality.

 

That should do it! Keep me posted for more QuickBooks questions. Have a great day ahead!

View solution in original post

6 Comments 6
CharleneMae_F
QuickBooks Team

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Hello there, @laura89.

 

I'd be glad to help you change the name of your invoice template.

 

  1. Go to the Gear icon and select  Custom Form Styles.Tue1.PNG
  2. If you'd like to modify an existing style, click Edit in the Action column. If not, click New style and choose Invoice.tue2.PNG
  3. On the Content section, click the pencil icon on the top box.tue3.PNG
  4. Under Form names, type in Pledge in the box beside Invoice.TUE5.PNG
  5. You can click Preview PDF  to see the changes made, then click Done.

 

For additional details in customization of your template, check out this article: Customize Invoices, Estimates, and Sales Receipts.

 

Also, you may want to consider adding a logo on the sales form, which helps establish your company's brand and personality.

 

That should do it! Keep me posted for more QuickBooks questions. Have a great day ahead!

View solution in original post

laura89
Level 1

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Whooo hooo! That was awesome - it worked! Thank you for the reply, the help, and especially the very detailed instructions.

SunshineTim
Level 1

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Hello,

 

I was able to change Pledge to Invoice on my template and email subject line.  However, the PDF still says "Pledge" in it's name.  Is there anyway to change that to "Invoice"?

 

Thanks,
Tim

Candice C
QuickBooks Team

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Hey there, @SunshineTim

 

Thanks for letting us know your concern about the PDF name in your QuickBooks Online account. I'd be more than happy to give you some insight into this subject. 

 

In order to change the PDF name to say "invoice" instead of "pledge," you'll need to edit the same information you did before. With that being said, it won't be able to say pledge on the form and then invoice on the PDF name. 

 

I'll send feedback so that our Product Developers can consider this in the future. 

 

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! 

SunshineTim
Level 1

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Thanks for the response!  Even after making the other template changes, the pdf file name still says Pledge.  See below.  Am I missing something?

 

screen prints.JPG

Jovychris_A
QuickBooks Team

Hello! Can we change "invoice" to "pledge" for a non-profit for our templates?

Thanks for bringing this to our care and sharing screenshots, @SunshineTim.

 

In addition to my peer's response, you'll want to switch the Company type temporarily to a Sole proprietor entity. This way, the PDF name will be changed as an Invoice.

 

Here's how:

  1. From the upper right, go to the Gear icon.
  2. Select Account and settings.
  3. In the Company settings, select the Company type section.
  4. Change Tax form to Sole proprietor (Form 990).
    1.PNG
  5. Click Save.

 

Then you can send the invoice with the PDF name appearing as an invoice. Once done, switch the Company type back to its usual entity.

 

I also suggest sending feedback to our product developers about changing the name of the PDF file to invoice. So they can consider this in the new updates. When sending an invoice, customers won't have to change the organization's entity to make the PDF file name appear as an invoice.

 

If you have additional questions or concerns about sending and customizing invoices, please let us know. We're always here to help you. Have a great day ahead, and stay safe!

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