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CMOC
Level 1

"Invoices" have been changed to "Pledges" when I categorized us as a Nonprofit. We need invoices, and we are a Nonprofit. Why can't both be true?

This is super annoying. We're a Nonprofit, and we need to be able to invoice. We don't use "Pledges". When I accurately categorized us as a Nonprofit in our Company Info, everything changed to "Pledges". I need both (1) that we are a Nonprofit, and (2) that we have access to Invoicing, calling them Invoices, to be true. There is no reason for this not to be possible - come on, Quickbooks!

1 Comment 1
MsNorthPND1881
QuickBooks Team

"Invoices" have been changed to "Pledges" when I categorized us as a Nonprofit. We need invoices, and we are a Nonprofit. Why can't both be true?

If you've set up your company as a non-profit, the system automatically replaces the term Invoice with Pledge, CMOC. This refers to a commitment made by a donor to contribute funds to an organization at a later date.

 

You can manually change the form name from Pledge back to Invoice by editing your template.

 

To do this, follow these steps:

 

  1. Click on the Gear icon.
  2. Choose Custom form styles.
  3. Locate your template, then click Edit under the Action column.
  4. Navigate to the Content tab in the upper-left corner of the screen, then select the top box in the preview panel on the left.
  5. In the Form names section, enter Invoice into the Invoice field.
  6. Click Done to save your changes.




If you need anything else or have questions about managing invoices, let me know in the comments below.

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