How do I use the word Invoice rather than pledge?

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.

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  When I go to create a statement, the historical documents still say Pledge. 

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!

This is MADDENING! Non-profits send invoices too. Having to choose one or the other is ridiculous and simply out of touch with the realities of running a non-profit BUSINESS. Please fix.

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.

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.

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." 

I'm certain that some nonprofits issue invoices, therefore having this capability in QuickBooks would be beneficial. I appreciate you alerting us to this, @Jeff, and for taking the necessary actions. 

However, QuickBooks Nonprofit is specifically designed for non-profits and includes features such as donation and grant management that are not available in standard QuickBooks. A pledge is a default set up for non-profit organizations, and it functions similarly to an invoice.

My colleague, Rea_M, provided steps to customize your template so that you can use your preferred sales form name in QuickBooks Online (QBO).

Nevertheless, you can still share your feedback and suggestions with our product engineers by following these steps:

Here's how:

1. Click the Gear Icon.
2. Under Profile, click on Feedback.
3. Enter your Suggestions.
4. Then click Submit.

Your insights are invaluable in helping us improve our software as we work to enhance our product and give you and our other clients an even better user experience.

Allow me to share additional information about managing your QBO account for a nonprofit organization:

• Configure an account for a nonprofit organization
• How Nonprofit Organizations Use QuickBooks Online

Please don't hesitate to contact us again if you have any further questions about managing your invoices or QuickBooks-related concerns. I'll be around to help in any way that we can.

I appreciate the workaround, but it doesn't seem like QB understands that many non-profits invoice for fees or services.  These aren't pledges (where someone can decide how much they want to give); they are invoices and payment of the amount is required. 

I do the accounting for 2 non-profits that are using QB - a Home Owners Association and a wood turning club.  Both have non-optional annual fees or dues that must be paid.  "Pledge" doesn't reflect that reality. Changing the business type every time an invoice needs to be created is asking too much.

Please consider an update to the system to allow "Invoices" to be used by non-profits.  Perhaps an Advanced Setting similar to the setting that allowed the change from "Customer" to "Member" would be an option.

We appreciate you for dropping your concern here in the thread, @saradovi. Let me share some insights about allowing invoices to be used by non-profit transactions in QuickBooks Online (QBO).

I can see the benefit of changing Pledge to Invoice for nonprofit company in QBO. However, it is unavailable in QuickBooks right now. I recognize your need for this feature, so I recommend sending a message to our development team. This way, they can review your suggestion and consider it for future product enhancements.

Here's how:

1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. Select Next to submit.

Moreover, visit these articles as a guide when handling invoices inside QBO:

• Customize invoices, estimates, and sales receipts in QuickBooks Online.
• Record invoice payments in QuickBooks Online.

Please feel free to reach out again if you have any follow-up concerns. I'll be here to help. Have a good one.