Hey @lindak1119, Welcome to the Community. I'm here to provide insight into changing the word pledge. Generally, pledges will appear in QuickBooks Online when a user has selected that their organization is a non-profit. If you're needing to change the name of the transaction that's sent to your customer/member, you can customize a template to do this. Here's how: Select the Gear icon and click Custom Form Styles.If you wish to modify an existing style, select Edit in the Action column. Should you be wishing to create a new template, click New style in the top right-hand corner and choose INVOICE. Choose Content in the upper left of the screen.Click the top box of the preview panel to the left.Edit the form name to your desired term, such as invoice.Select Done. Now, you'll just need to select that template when printing or emailing the transaction and your emailed and the name will change. If this is the default template, your transaction will have the desired name automatically. I've included a brief video to serve as a visual guide for you: For additional insight into customization, such as the different options available, I'm including an article that I recommend: How to Customize Invoices, Estimates, and Sales Receipts. Please let me know if you should have any questions. Best regards and take care.

Level 7

Question

Can the word pledge be changed?

Forum|Forum|7 years ago
December 17, 2018
39 replies
92 views

No text available

QuickBooks Online

D

David-212915

Level 5

Hey @lindak1119,

Welcome to the Community. I'm here to provide insight into changing the word pledge.

Generally, pledges will appear in QuickBooks Online when a user has selected that their organization is a non-profit. If you're needing to change the name of the transaction that's sent to your customer/member, you can customize a template to do this. Here's how:

Select the Gear icon and click Custom Form Styles.
If you wish to modify an existing style, select Edit in the Action column. Should you be wishing to create a new template, click New style in the top right-hand corner and choose INVOICE.
Choose Content in the upper left of the screen.
Click the top box of the preview panel to the left.
Edit the form name to your desired term, such as invoice.
Select Done.

Now, you'll just need to select that template when printing or emailing the transaction and your emailed and the name will change. If this is the default template, your transaction will have the desired name automatically.

I've included a brief video to serve as a visual guide for you:

For additional insight into customization, such as the different options available, I'm including an article that I recommend: How to Customize Invoices, Estimates, and Sales Receipts.

Please let me know if you should have any questions. Best regards and take care.

N

newyorktutor

I was able to change PLEDGE to INVOICE on the invoices but not on the statements. Is that possible? Thanks

O

ozdavis

Good day, ozdavis.

I'm here to clarify and give more details about the transaction type in QuickBooks Online(QBO).

A pledge is used when setting a company into a non-profit organization. It has the same function as an invoice.

You can change the name of your invoice template to pledge. You don't need to change the tax filing type. Then, You can follow the steps provided by my colleague above on how to change it.

If you want to add specific information to your sales forms, you can use this article for complete instructions: Customize invoices, estimates, and sales receipts in QuickBooks Online. It also includes steps to personalize your email message and how to set a default custom template.

I've added this article to make sure your account uses terms, reports, and forms intended for a nonprofit organization, you can refer to this article to guide you in the configuration process: Configure an account for a nonprofit organization.

We're open 24/7, so please don't hesitate to post a comment if you have further concerns or questions about transaction type. Have a good one.

Thank you very much. I want to refer back to a response Jimbough gave to this guidance. Even if I change the custom form, the statements say "Pledge" and the transaction type when you go to "New+" says Pledge.

Changing the custom invoice settings only changed what was written on the invoice.

How can the transaction type be changed from Pledge to Sales under a non-profit company type and how can statements be updated to say Invoice instead of Pledge?

Also, the email headers are still saying Pledge and the customized settings did not allow me to change it to invoice. The error pop up said the subject line of the email had to have the word "Pledge" in it.

"Jimbough

Level 1

‎February 22, 2020 02:29 PM

"The first answer about changing an invoice to say "invoice" instead of "pledge" seems ok.

However, the second answer about the statement is of no use at all!

The whole problem is that QBO automatically assumes certain things about a nonprofit that are not always correct. It would be a lot better if, after selecting that business type, a few questions came up to ask: do you want your invoices to say "pledge", "invoice", or "_____"; do you want your statement to say "pledge" or "______".

As it is, a nonprofit will often need to select a different business type, which changes a lot of other features.

:("

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