Hello @Lori01,
We've got two sections to check why the emailed invoices still said Pledge as the form name. Let me show you how.
To start with, let's review the invoice in question and make sure the template used is the one you've customized. To do so:
- Open the invoice.
- Go to Customize.
- Pus a checkmark on the template that has Invoice as the name of the form.
Meanwhile, you can also mark the created template as your default form for invoices. You can do so by following the steps below:
- Go to the Gear icon.
- Under YOUR COMPANY, select Custom form styles.
- On the list of templates, find the one you've customized.
- Below the ACTION column, select the Edit menu.
- Click Make default.
Additionally, I've also included this reference for the different methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.
If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand.
