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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".
9 Comments 9
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
Moderator

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!

debryc
Level 1

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

This is the issue I'm having. I'm changing the Standard custom form and it literally does not allow me to rename the subject "Invoice".

 

 

Mark_R
QuickBooks Team

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

Hi there, @debryc.

 

I'm here to help make sure you can rename the subject of the custom form.

 

Before anything else, did you get any error messages when trying to rename the custom form? Any additional information would help us verify if there are reported issues based on the error received.

 

In the meantime, let's log in to your QuickBooks Online (QBO) account using a private browser. There are times that the browser store frequently accessed data, thus causing QBO to act weirdly. To open a private browser, press this shortcut key on your keyboard:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Safari: Command Option P

 

Once logged in, go back and rename the subject of your custom form again to double-check. If this works, it means that you need to clear the browser's cache so the system can start fresh. If you get the same result while using a private browser, I recommend switching to a different one.

 

You might also want to import your own designed custom form styles for your invoices in QuickBooks Online. This article will guide you through the process: Import custom form styles for invoices or estimates.

 

Should you need any assistance customizing invoice forms, I'm available here to help any time!

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