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DavidPalmer707
Level 3

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

It's inaccurate to assume that because a corporation is 501(c)3 non-profit organization, it only accepts "pledge" incomes and not others in which the term "invoice" is more appropriate.

 

Following other workarounds I've seen here in the Community are not valid solutions. They still create confusion for the internal QBO user and the customer. The end customer still sees the word "pledge" in other places (e.g., emailed PDF). And the internal QBO user is force to use "Pledge No."

 

How can we be a 501(c)3 tax-exempt corporation and have the ability to issue invoices?

5 Comments
BettyJaneB
QuickBooks Team

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

Hello there, @DavidPalmer707.

 

If your corporation will qualify as a public charity, private foundation or a private operating foundation, you can apply for tax-exempt status so you can get the 501(c)(3) classification available via the IRS.

 

Here's a link that contains complete steps to take in creating your tax-exempt non-profit corporation: How to Create a 501(c)(3) Tax-Exempt Non-Profit?. You can also scan through this article about understanding the different types of 501(c)(3) Non-Profit Organizations for reference.

 

On the other hand, pledge has been the default word for the transaction if a user has selected that their organization is a non-profit. 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 so the name is changed. If this is the default template, your transaction will have the desired name automatically. 

 

To learn more about customizing templates, such as the different options available, please see this link: How to Customize Invoices, Estimates, and Sales Receipts.

 

To add up, I can see the benefit of having the invoice word to appear on your members' transactions. I'll do my part and personally submit this preference to our developers, so they can assess the suggestion and put it under consideration. I encourage you to visit our QuickBooks Online Blog site to be updated with our latest news and product enhancements.

 

I got your back if you have any other questions. Just drop a reply below, and I'll get back to you. Take care, David.

DavidPalmer707
Level 3

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

Hi @BettyJaneB,

 

Unfortunately, your suggested workaround just won't suffice as the term "pledge" is still forced upon us to use in other places. I appreciate you escalating this complete oversight with the QBO product team and developers.

 

It looks like our only sufficient option is to change our "company type" to anything other than "Nonprofit Organization" as this related post indicates. Since we are already an IRS-validated 501(c)3 tax-exempt organization, what are the impacts/implications of selecting an incorrect "company type" in our QBO account settings? 

 

 

GlinetteC
Moderator

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

I appreciate for getting back to us, DavidPalmer707.

 

In Quickbooks Online, we only support Payroll and Sales tax forms. Therefore, selecting an incorrect company type will not affect your organization. If you're unsure of what Tax form to choose in QBO, you may select the Not sure/Other/None in the drop-down menu. Here's how:

  1. Click the Gear icon and select Account and Settings.
  2. Select Company type.
  3. In the Tax form drop-down arrow, select Not sure/Other/None.
  4. Click Done.

Please see attached screenshot for your visual guide:

 

I'd also suggest reaching out to your accountant so they can further advise on tax issues.

 

Please feel free to visit us again here if you have any other QuickBooks related concerns.

Wjeells
Level 1

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

This is also a problem for us.  The statements and other documents says pledge when it should say invoice.   This has made a mess for us and our customers as we migrated from Not-for-profit desktop to online.  We were told everything would remain the same.   How do I get this fixed in our system so they are invoices on statements and other documents?

QuickBooks need to fix this for us soon.

Rejeil_O
QuickBooks Team

This 501(c)3 nonprofit corporation needs to issue "invoices" instead of the NPO default term "pledge." How can this setting be overridden--internally and externally?

Welcome to Community @Wjeells,

 

You can fix it by changing the settings in your QuickBooks Online account.

Here's how:

  1. Go to your Gear icon.
  2. Select Custom Form Styles.
  3. You can edit an existing form style by clicking Edit. Also, you can create a new style by clicking the New style button.
  4. Choose Invoice.
  5. Select the Content menu.
  6. Click the top box of the preview panel to the left.
  7. Edit the name into Invoice
  8. Hit Done.

Before printing the transaction, select the template so you see the changes to take effect.

Also, you can customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to post if you have additional questions. I'm always here if you have further concerns. Have a great day!

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