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it is ok. little pricey. when filling in the spaces on the schedule A and O, the spaces need to be like the main 990 form (not have to place the cursor for the text
2016-05-17
This was a great site to get my office free from all papers. When we need a document we just upload it out of our computer or one of our drives and fill the form. It is literally that easy and I am loving it.
2017-09-05
So Far, I have enjoyed using the software and it's ease of use. It accomplished the initial task I required, however, was disapponted when full functionality offered failed. Namely the USPS mailing feature. This caused personal business delay of service. I am interested in the use of this application for my business. Digital forms like a product trial agreement and installment payment agreement with customers is a secondary spin off that may be valuable to me. Storing signatures and document sharing is a plus. I like it's integration with Google Drive and others. I will recommend to others but st this point as a trial only.
2018-08-20
this makes filling out medical forms sooo much easier. I can fill them out and email them back without needing to print them and rescan or fax them back. Thank you for this wonderful software !
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2019-01-08
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Ability to use templates was the most helpful. I like PDF filler because I can encrypt and decrypt documents, merge PDF files, crop or rotate PDF pages. It's fairly easy to use but the interface isn't great.
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The user interface is not intuitive for me. I liked all other features and don't have much bad to say. I'll continue to refer people.
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Great product!
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Filling out of legal documents for real estate transactions.
Ability to use templates was the most helpful. I like PDF filler because I can encrypt and decrypt documents, merge PDF files, crop or rotate PDF pages. It's fairly easy to use but the interface isn't great.
What do you dislike?
The user interface is not intuitive for me. I liked all other features and don't have much bad to say. I'll continue to refer people.
Recommendations to others considering the product:
Great product!
What problems are you solving with the product? What benefits have you realized?
Filling out of legal documents for real estate transactions.
2020-02-03
Good overall editing app
Multi function capability, I like the fact that it can enable you you edit your pdfs and then publish in various ways
Lot of the extra functions you have to pay extra for. Lot of the functions you may need you may have to pay extra for which is a turn off
2017-11-15
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There are a lot of features and sometimes it is hard to find exactly what I need. A simple "How do I .... in pdffiller on google usually takes care of it quickly.
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Before Pdffiller I would print the document, fill out by hand, scan, then email. Now my documents look more professional without and are less of a hassle.
2020-08-28
Amend Contact Invoice Feature
The Amend Contact Invoice feature streamlines your invoicing process, allowing you to modify invoice details efficiently. This function helps you ensure that your invoices always reflect accurate and current information.
Key Features
Easily edit contact information on invoices
Update invoice amounts and descriptions without hassle
Maintain a record of changes for better tracking
Generate updated invoices instantly
Use Cases and Benefits
Correct billing errors quickly, ensuring clients receive accurate invoices
Adapt invoice details for changing client information, thus reducing confusion
Improve customer satisfaction by providing precise and up-to-date invoices
Simplify your invoicing workflow, saving you time and effort
This feature solves your invoicing challenges by allowing timely updates and corrections. When you can adjust invoice details swiftly, you reduce the risk of disputes and misunderstandings. Therefore, you maintain strong relationships with your clients, leading to smoother transactions and enhanced business processes.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I amend an invoice?
Go into your original invoice and set it to edit. You will want to immediately adjust the invoice number and save the file as the revised, so you have a copy of both. Adjust the date of the revised invoice. Format any changes to the original invoice as needed based on unit cost and tax pricing.
How do I edit an invoice?
0:04 1:40 Suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software YouTubeStart of suggested client of suggested clip Editing and Deleting Invoices and Bills | Hero Accounting Software
Can you change an invoice?
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
How do I edit a tax invoice?
Find and open the unpaid invoice. Search for the invoice if you know the customer name, invoice number or invoice amount. Click on Actions Edit and adjust the invoice details. Click Print Preview to check your invoice layout and details. Click Save.
Can I edit an invoice in QuickBooks?
Start QuickBooks and select “File” from the top menu bar. Click “Open or Restore Company,” then choose the “Open a Company File” option and click “Next.” Open the Customer Center and locate the invoice to be edited. You can change the quantity, price and description for each line item on the invoice.
Can an invoice be changed?
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
Is changing an invoice illegal?
It's not illegal, per se, to amend an invoice that you've raised, but it is covering your back as it could invite litigation if you amend your own version of it without cancelling the original version — in particular if the customer has actually paid against the original.
What happens if an invoice is incorrect?
If an incorrect invoice has been sent, the business must issue a cancellation invoice with its own, new invoice number. This will include a negative invoice amount, as well as the original invoice number and the date it was issued. Then, a correct invoice can be raised with a different invoice number.
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