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:

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.