Is it possible to omit a word "Pledge" from the invoice email subject line for nonprofit account?

Hi there, usermorita.

Generally, pledges will appear in QuickBooks Online when a user like you has selected their organization as a non-profit. With this, removing the word "Pledge" from the invoice email subject line is currently unavailable. However, you can change the name Pledge to Invoice from the Email Subject template. To do this, you'll need to go to the Custom Form Style.

Here's how:

1. Select the Gear icon and click Custom Form Styles.
2. Click New style in the top right-hand corner and choose INVOICE. 
3. Choose the Emails tab.
4. Change the Pledge name to Invoice under the Subject box.
5. Hit Done.

Once done, you'll just need to manually select that template when printing or emailing the transaction. This is to make sure that when sending an invoice email, the word "Pledge" will not show.

For additional insight into customization, such as the different options available, you can click this article: How to Customize Invoices, Estimates, and Sales Receipts.

Please refer to this article to see steps on how you can receive and categorize invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online. This contains information on how to record single and partial payments.

If you need further assistance while working in QuickBooks, post a comment below. I’m here to help. Enjoy the rest of the day.

I've already tried this. However, I got an error message "Pledge email subject must include 'Pledge'. "

We really need to an option to remove a word "Pledge" from the email subject line because our invoices are not always pledge. I hope we'll have it in the future version of QuickBooks Online. Thank you.

It works! Thank you so much for your support. I really appreciate it.

Good day, usermorita.

It's good to know that the troubleshooting steps shared by my colleagues work on your end.

If you have other concerns, don't hesitate to reach out to us again.

Thank you, and have a good one!

Hi, 

I am having the same issue. When I clear the cache and when I use an incognito browser, I am still unable to NOT use the word "pledge" in my email's subject line. What else should I try? 

Thanks, 
Nikki

Hi,

I've just tried this and got an error message "Pledge email subject must include 'Pledge.'" (see attached screenshot)

Although we're a nonprofit, we sell services. It's important that our invoices say "Invoice;" the word "pledge" would be confusing to our customers. I need the option to remove this word. I'm very unclear on why QuickBooks insists on me using it. 

Frankie

This is not the impression we want you to experience when using QuickBooks Online (QBO) for the non-profit organization version, fabman.

The Pledge appears in QBO when a user selected their organization as a non-profit. I know how beneficial it is to your business to remove the word "Pledge" from the invoice email subject line. However, this option is unavailable in QuickBooks Online (QBO). As a workaround, we can change the name Pledge to Invoice from the Email Subject template. Here's how:

1. Go to the Gear icon and click Custom Form Styles.
2. Click New style in the top right-hand corner and choose INVOICE.
3. Select the Emails tab.
4. Change the Pledge name to Invoice under the Subject box.
5. Press Done.

Once done, manually select that template when printing or emailing the transaction. This is to make sure that when sending an invoice email, the word "Pledge" will not show. Here's an article you can refer to for more details about customizing Invoices, Estimates, and Sales Receipts.

Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further. 

Thank you for trying, RCV, but this does not work. Did you see my attached screenshot on the previous post? I'm attaching a new one, since I just tried again and got the same error in a different place. 

We don't do pledges, we do invoices. How can we fix this?

I appreciate the additional detail and screenshot you provided, @fabman.

Let's perform some troubleshooting steps to fix this. There are times that the browser is full of frequently accessed page resources, which causes some errors or unusual responses. Let's start accessing your account using a different or a private browser. You can use either of these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Microsoft Edge: Ctrl + Shift + P
• Safari: Command + Shift + N

Once the pledge is removed on your invoices, go back to your regular browser and clear its cache. This is done to speed up the process next time you do a transaction in QuickBooks Online. Also, an alternative way is to use other compatible browsers.

If the issue persists even after doing the suggested troubleshooting steps above, I recommend contacting our support team directly. They have the tools to check your account in a safe environment, and they can help find the root cause of why it still shows an error message and help find a fix.

To reach them, here's how:

1. Sign in to your QuickBooks Online company.
2. Select the Help (?) menu.
3. Choose the Assistant tab.
4. Select Get help from a human.
5. Click either the Chat with us or Have us call you button.

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 removing the word pledge to your invoices, I'm available here to help any time! Simply write a comment below and I'll get back to you right away. Keep safe!

I switched to an incognito tab as someone suggested but I kept getting an error until I wrote this in the subject line:

Invoice[Pledge No.]

You have to include the period behind No.

You can add additional words in the subject line but you must use [Pledge No.] to generate the invoice number in your subject line

I want to ensure you get the help you need about the pledge, @casandrah.

To make sure we're on the same page, I'd like to verify if you're trying to change the word pledge from the invoice email subject line. If yes, does the error messages you get is "You have to include the period behind No. You can add additional words in the subject line but you must use [Pledge No.] to generate the invoice number in your subject line"? If no, can you add more details? Any extra information is much appreciated.

We're looking forward to hearing from you. Have a great day!

Yes, I was trying to change Pledge from the email subject line on an invoice.  No, the error message was "you must enter pledge on the subject line".  I think as a work around, you are able to replace Pledge with Invoice but you must keep Pledge No. in the brackets

original entry on email subject line under custom style template:

Pledge[Pledge No.]

new entry 

Invoice[Pledge No.]

Now, the invoice will say Invoice 98 in the email subject line 

casandrah

She has the answer.  

The other answers suggesting it's the browser cache are COMPLETELY WRONG. This is an error message that is written into the program.  putting the word pledge. in the brackets - gets the word pledge in the subject line without printing the word pledge.

Why on earth would QBO force the use of the template name or the number in the subject anyway. Let the user decide what they want in the subject. Also, some instructions as to what field types are available to use throughout the message would be useful.

My bigger pet peeve is why isn't the email custom to just that custom template. BEWARE, if you change the verbiage in the email for the custom template you are working on it CHANGES it for all of them. The email is NOT CUSTOM.