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"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!
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Payments
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:
- Click on the Gear icon.
- Choose Custom form styles.
- Locate your template, then click Edit under the Action column.
- 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.
- In the Form names section, enter Invoice into the Invoice field.
- Click Done to save your changes.
If you need anything else or have questions about managing invoices, let me know in the comments below.