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Rea_M
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A pledge is another term for invoice (non-profit organization), which is a promise by a donor to give money to an organization in the future, rbs22books. Let's customize your template so you can use your preferred sales form name in QuickBooks Online (QBO).

 

If you set up your company as a non-profit organization, QuickBooks automatically use the word pledge instead of invoice. To change your form name from pledge to invoice, edit your template. Here's how:

 

  1. Go to the Gear icon.
  2. Select Custom form styles.
  3. Find your template and select Edit under the Action column.
  4. Go to the Content tab in the upper-left of the screen, then click the top box of the preview panel to the left.
  5. Proceed to the Form names section and type in Invoice in the Invoice field.
  6. Select Done80.PNG

 

If your company isn't a non-profit organization, you can update your Company type in the Account and Settings page. This way, QuickBooks will automatically change your sales form name from pledge to invoice.

82.PNG

 

To learn more about customizing the appearance and layout of sales forms, please see this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once your customer pays your invoice, record the payment to balance your accounts. To complete this process, you can check out this article: Record invoice payments in QuickBooks Online.

 

Should you need anything else or have questions about managing sales and income transactions in QBO, let me know in the comments below. I’m more than happy to help. I wish you the best.

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