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jonathan-ussma-o
Level 1

I want to create an invoice, but under the " New" option I have no such option. (The first link is Pledge, then Payment Link...)

 
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Best answer September 27, 2021

Best Answers
TirzahC
QuickBooks Team

I want to create an invoice, but under the " New" option I have no such option. (The first link is Pledge, then Payment Link...)

Based on your scenario, Setting a company to Non-profit will automatically make your invoice pledge, jonathan-ussma-o.

 

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. Let me walk you through how.

  1. Go to the Gear icon and select  Custom Form Styles.
  2. If you'd like to modify an existing style, click Edit in the Action column. If not, click New style and choose Invoice.
  3. On the Content section, click the pencil icon on the top box.
  4. Under Form names, type in Pledge in the box beside Invoice.
  5. You can click Preview PDF  to see the changes made, then click Done.

You can learn more about this through this article: Track funds you receive from donors in QuickBooks Online.

 

For additional insights about this feature, such as the different options available, feel free to check out these articles:

Please let me know if you need anything else or other concerns about managing pledges in QBO. I'll gladly help. Keep safe always.

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2 Comments 2
TirzahC
QuickBooks Team

I want to create an invoice, but under the " New" option I have no such option. (The first link is Pledge, then Payment Link...)

Based on your scenario, Setting a company to Non-profit will automatically make your invoice pledge, jonathan-ussma-o.

 

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. Let me walk you through how.

  1. Go to the Gear icon and select  Custom Form Styles.
  2. If you'd like to modify an existing style, click Edit in the Action column. If not, click New style and choose Invoice.
  3. On the Content section, click the pencil icon on the top box.
  4. Under Form names, type in Pledge in the box beside Invoice.
  5. You can click Preview PDF  to see the changes made, then click Done.

You can learn more about this through this article: Track funds you receive from donors in QuickBooks Online.

 

For additional insights about this feature, such as the different options available, feel free to check out these articles:

Please let me know if you need anything else or other concerns about managing pledges in QBO. I'll gladly help. Keep safe always.

jonathan-ussma-o
Level 1

I want to create an invoice, but under the " New" option I have no such option. (The first link is Pledge, then Payment Link...)

Wow, many thanks, I never would have been able to figure that out on my own!

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