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

We're a not-for-profit but we bill for advertising. We don't want our bills to be referred to as "Pledges".
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QuickBooks Team

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

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. 

 

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