This is not the impression we want you to experience when using QuickBooks Online (QBO) for the non-profit organization version, fabman.
The Pledge appears in QBO when a user selected their organization as a non-profit. I know how beneficial it is to your business to remove the word "Pledge" from the invoice email subject line. However, this option is unavailable in QuickBooks Online (QBO). As a workaround, we can change the name Pledge to Invoice from the Email Subject template. Here's how:
- Go to the Gear icon and click Custom Form Styles.
- Click New style in the top right-hand corner and choose INVOICE.
- Select the Emails tab.
- Change the Pledge name to Invoice under the Subject box.
- Press Done.
Once done, manually select that template when printing or emailing the transaction. This is to make sure that when sending an invoice email, the word "Pledge" will not show. Here's an article you can refer to for more details about customizing Invoices, Estimates, and Sales Receipts.
Feel free to visit our Invoices and payments page for more insights about managing your company's income and sales transactions.
I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Also if you have questions about running reports, please add a reply below. I'd be happy to assist you further.
