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usermorita
Level 2

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

 
Solved
Best answer November 24, 2020

Best Answers
GlinetteC
Moderator

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

I appreciate the steps you've taken, usermorita. Let's work together to make sure you can change the invoice email subject line of your account.

 

I've tried this on my account and I'm able to change it without getting an error. We can figure out if this has something to do with your browser's cache. Sometimes, excessive cache files can cause unexpected responses from QBO.

 

Please try changing your template using a private browser to see if you can successfully change it. You can use these keyboard shortcuts:

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

If it works, let's go back to your default browser and clear its cache. It removes browsing history causing glitches on your browser. Otherwise, use other supported browsers as an alternative.

 

To learn more information about customization, you can check out customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you're still getting the same results, I'd recommend contacting our Customer Care Support Team so they can further check on your account and troubleshoot it for you.

 

Keep on posting if I can be of any additional assistance concerning customizing your templates. I'll be happy to help.

View solution in original post

5 Comments 5
ChristieAnn
QuickBooks Team

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.

usermorita
Level 2

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

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.

GlinetteC
Moderator

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

I appreciate the steps you've taken, usermorita. Let's work together to make sure you can change the invoice email subject line of your account.

 

I've tried this on my account and I'm able to change it without getting an error. We can figure out if this has something to do with your browser's cache. Sometimes, excessive cache files can cause unexpected responses from QBO.

 

Please try changing your template using a private browser to see if you can successfully change it. You can use these keyboard shortcuts:

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

If it works, let's go back to your default browser and clear its cache. It removes browsing history causing glitches on your browser. Otherwise, use other supported browsers as an alternative.

 

To learn more information about customization, you can check out customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you're still getting the same results, I'd recommend contacting our Customer Care Support Team so they can further check on your account and troubleshoot it for you.

 

Keep on posting if I can be of any additional assistance concerning customizing your templates. I'll be happy to help.

View solution in original post

usermorita
Level 2

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

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

Adrian_A
Moderator

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

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!

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