QuickBooks will help you decide which forms to use based how you receive funds from donors and clients. It's not uncommon for nonprofits to use a combination of these forms, and it's
likely you may want to use all of these forms.
What form(s) should I use?
Many nonprofits may find they use each of the different forms QuickBooks offers.
Use a donation receipt or sales receipt when your donors give you full payment at the time of donation.
This receipt can
be used by your donors for tax purposes.
Use a statement to send your donors a statement of charges or to remind them to make a regular
payment. You can also use a statement to as a reminder when a donor hasn't paid an outstanding pledge form or invoice.
Use a pledge form—also called an invoice in QuickBooks—to track funds donors have committed
to paying you, and to request payment
funds. You would also use an invoice to bill a donor or client when you've provided a service for fee.
When would nonprofits use a donation receipts?
When would nonprofits provide statements, bills, or invoices for payment?