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2019-01-30
Great for what I needed it for
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I only needed the service for a specific period and thought I cancelled the service, until I was charged. I contacted customer service and gave every possible email address the service could be connected to, so I thought. None of those emails showed service connected to it, so they ended up submitting a trouble ticket. A few days later they contacted me to see if I was connected to another email address, and it was my husband's business, that I never thought about. Even though it automatically renewed, they responded that they would refund the charge.
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2020-11-26
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I signed up for a trial and forgot that the annual subscription kicked in a month later. Subsequently, I realised that I have no use for the service/product. PDFfiller was kind and understanding. They responded almost immediately and refunded me without hesitation.
2020-08-30
Change Phone Invoice Feature
The Change Phone Invoice feature offers you a straightforward way to update your invoicing details related to your mobile phone. Whether you switched numbers or need to update your billing information, this feature ensures you maintain accurate records easily.
Key Features
Easily modify your phone number linked to invoices
Update billing addresses swiftly
Seamless integration with existing invoicing systems
Access to historical invoice records
User-friendly interface for quick edits
Potential Use Cases and Benefits
Change your phone number after a switch without hassle
Update your billing information when moving or changing accounts
Keep your financial records organized with accurate details
Streamline invoicing processes for businesses experiencing growth
This feature solves your invoicing concerns by providing an efficient way to keep your information current. By ensuring your phone number and billing address are up-to-date, you help prevent payment delays and miscommunication with service providers. Experience peace of mind knowing your invoices reflect the correct information, and save valuable time in the process.
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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.
What if I have more questions?
Contact Support
How do I add a phone number to Quickbooks invoice?
Click Sales on the left panel.
Select Customers.
Click the customer's name on the list.
Click the Edit icon in the upper right-hand corner.
Go to the Address tab at the bottom, and then add the email and phone in the Billing address field.
Click OK.
How do I change the invoice number in QuickBooks?
Go to Sales or Invoicing, then click on the Invoices tab.
Select the invoice in question.
Go to the Invoice no. field and change the invoice number.
Click Save and Close or Save and Send.
How do you change an estimate number in QuickBooks?
Begin by enabling the setting from the Gear icon () > Account and Settings > Sales tab > Sales Form Content section > set Custom Transaction Numbers to On > click Save and then Done.
Navigate to the Estimate that you'd like to update the number on.
How do I assign an invoice number?
Make every invoice number unique you can start from any number you want.
Assign sequential invoice numbers.
Assign invoice numbers in chronological way.
Structure invoice numbers any way you want, you may: use only numbers 001, 002, 003 etc., include Customer Name CN001, CN002, etc.
How do I edit my invoice template in QuickBooks?
Click the Gear icon.
Under Your Company, click Custom Form Styles.
To create a new template, click the New style button in the upper right-hand corner.
Select Invoice.
Go to the Design tab to edit the template name, logo, color, font, and margins.
How do I email an invoice from QuickBooks?
Select Sales then Invoices from the Toolbar.
Find the invoice in the list of transactions.
Select the drop-down in the ACTIONS column then choose: Print to print the invoice. Send to email the invoice to the customer. Send reminder to email an invoice reminder to your customer.
How do I add an email to an invoice in QuickBooks online?
Open the email thread for the customer you want to send an invoice to. When add-on appears on the right, choose the QuickBooks logo. Choose To send to email the invoice to your customer.(If you are on any other screen within the add-on, choose the menu then select Create a new invoice).
How do I add an attachment to an invoice in QuickBooks?
With QuickBooks Doc Center, you can add or scan a document (related to your customer, vendors, or employees) and attach it to a transaction. Here's how to attach a PDF file to a payment transaction: Go to Customers menu and select Receive Payment. Input all necessary information.
How do you email an invoice?
Suggested clip
How to Send an Invoice by Email — YouTubeYouTubeStart of suggested client of suggested clip
How to Send an Invoice by Email — YouTube
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