Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
Level 7
December 17, 2018
Question

Can the word pledge be changed?

  • December 17, 2018
  • 39 replies
  • 92 views
No text available

39 replies

Level 5
December 17, 2018

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:

 

  1. Select the Gear icon and click Custom Form Styles.
  2. 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
  3. Choose Content in the upper left of the screen.
  4. Click the top box of the preview panel to the left.
  5. Edit the form name to your desired term, such as invoice.
  6. 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. 
 

January 7, 2019

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

January 5, 2024

It's 2023....has this been fixed yet?  Why does our list of INVOICES appear as a list of "PLEDGES????"

 

COME ON...PLEASE FIX THIS - NOT EVERY INVOICE REFERS TO A PLEDGE AND SOME NON-PROFITS NEVER HAVE ANY PLEDGES AT ALL!  


It's now 2024. How is work on this issue - first raised 4 years ago - going?