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pwagner-masstime
Level 1

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".
7 Comments
JenoP
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. 

 

custom form.PNG

Lori01
Level 2

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

Invoice is the form name but in one place on the emailed invoice it still says Pledge.  How can that be changed?

 

JonpriL
Moderator

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

Hello @Lori01,

 

We've got two sections to check why the emailed invoices still said Pledge as the form name. Let me show you how.

 

To start with, let's review the invoice in question and make sure the template used is the one you've customized. To do so:

  1. Open the invoice.
  2. Go to Customize.
  3. Pus a checkmark on the template that has Invoice as the name of the form.

Meanwhile, you can also mark the created template as your default form for invoices. You can do so by following the steps below:

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Custom form styles.
  3. On the list of templates, find the one you've customized.
  4. Below the ACTION column, select the Edit menu.
  5. Click Make default.

Additionally, I've also included this reference for the different methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.

stesha
Level 1

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

The name of the PDF that is attached to the email is named "pledge" instead of "Invoice", can that be updated as well? 

MichelleBh
QuickBooks Team

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

Thank you for participating in the feed, @stesha.

 

I'll ensure that the attached PDF name in the email is updated to Invoice at the earliest opportunity.

 

Yes, you can update that as well. Ensure that the Form name is set to Invoice and select the correct template when creating the transaction. You can review these settings in the steps described by JenoP and JonpriL above.

 

Moving forward, the PDF name attached to the email will be automatically updated to Invoice. Refer to the screenshots below for your reference as well.

invoice template.PNG invoice template1.PNG

invoice template2.PNG

 

For more details about customizing sales forms, click the article provided by JenoP overhead. 

 

Additionally, you have the option to run the Invoice List report to review all the invoices that have already been sent to your customers.  

 

 

Moreover, check out these links below about memorizing different reports, sales forms, and handling customer transactions. 

 

 

We love getting in touch with you, so write to us and let us know if you need more information. Keep your life safe and healthy.

stesha
Level 1

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

I just checked all settings and tested it again.  The PDF attachment is still being "named" Pledge.  The invoice itself is correct, it is just the naming of the PDF that is attached to the email that still says "Pledge". 

 

 

Candice C
QuickBooks Team

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

Hey there, @stesha

 

Thanks for reaching back out and adding some extra clarification for us.

 

Based on the details you gave and the issue is persisting, then I recommend contacting our Customer Support Team. They'll be able to use their advanced tools to help walk you through some more steps: 

 

  1. Go to the Help icon. 
  2. Click the Contact Us button. 
  3. Give a brief description of the issue and hit Let's talk
  4. Scroll down and choose to get a callback

 

It's that easy. 

 

Please inform me on how it goes. It's my priority that you're able to get back to running your business. Wishing you and your business continued success!

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