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:

•  How to Customize Invoices, Estimates, and Sales Receipts
• Add, Customize, Or Remove Logos On Sales Forms 
• Import Custom Form Styles For Invoices Or Estimates 

As always, don't hesitate to reach out to us again if you need more help when creating transactions in QBO. 

Invoice is the form name but in one place on the emailed invoice it still says Pledge.  How can that be changed?

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.

The name of the PDF that is attached to the email is named "pledge" instead of "Invoice", can that be updated as well? 

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.

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. 

• Sales and customers
• Run reports in QuickBooks Online

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.

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". 

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!

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".

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!

We too have the same frustration, where we have changed the applicable settings to say INVOICE instead of PLEDGE. However, the pdf. attachment in the e-mail still says "Pledge..." The e-mail subject line references Invoice. Within Quickbooks Online, the tabs, dropdown action items, and other reports use the term "Pledge"; whereas, we never use that term for an invoice. Please let us have an option on which term to use for our companies. 

We don't want you to feel this way, VIRGINIA. We always want to ensure the terms you prefer when processing invoices are met accordingly.

In QuickBooks Online, Invoices will automatically be referred to as Pledge when you set up your account as a non-profit organization. The option to choose which term to use within the product is currently unavailable.

Therefore, I recommend sending feedback directly to our product development team. Your suggestions might be considered for future product updates to meet your business needs and improve your overall experience.

Here's how:

1. Click on the Gear icon.
2. Select Feedback.
3. Share your product improvement ideas.
4. Click Next to submit.

In the meantime, you can manually customize the terms on your forms, email messages, and report names.

Moreover, once customers are ready to settle their balances, link their payments to the invoices using the steps outlined in this resource: Record invoice payments in QuickBooks Online.

Please drop us a note below if you need assistance with the different terms used in QuickBooks Online. You can count on us to be here whenever you need a hand.