Hi there, @bookkeeperphillyw.
I'm here to provide insight into the type that will show on your Customer statement.
Pledges will appear in QuickBooks Online when a user has selected non-profit as their organization. However, Pledge can be renamed to Invoice when you send it to your customer.
Here's how:
- Go to the Gear icon and select Custom Form Styles.
- If you wish to modify an existing style, select Edit in the Action column. While if you wish to create a new template, click New style in the top right-hand corner and choose Invoice.
- Choose Content in the upper left of the screen.
- Click the top box of the preview panel to the left.
- Edit the form name to your desired term, such as Invoice.
- Select Done when finished.
I've added this article for additional insight into customization, such as the different options available: How to Customize Invoices, Estimates, and Sales Receipts.
Just click the Reply button if you have other queries. I'll be here to help you out. Have a pleasant day.
