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Replying to:
GebelAlainaM
QuickBooks Team

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Hello there, @mew97a. I'm here to provide you with a workaround that will help you not use the pledge in your email.

The option to remove the "Pledge" from the invoice email subject line is currently unavailable. However, in the Email Subject template, you can modify "pledge" to "invoice." By heading to the Custom Form Style, you can change it.

Here's how:
 

  1. Go to the Gear icon and select Custom Form Styles.
  2. Click New style in the top right-hand corner and choose Invoice.
  3. Select the Emails tab.
  4. Change the Pledge name to Invoice under the Subject box.
  5. Then hit Done.

You'll only need to manually select that template when printing or emailing the transaction once you've finished. This is to ensure that the word "pledge" does not appear in an invoice email.

In case you want to learn how to personalize and add specific info to your sales forms, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

I'm also adding this article in case you're ready to send an invoice nd learn how you can review it, you can refer to this article: Create invoices in QuickBooks Online.

Ping me a reply if you have any further clarification about managing your invoices or sales transactions. I'll always be ready to assist you. Stay healthy and hydrated!

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