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2019-01-28
Though it appears to require a very…
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2019-04-05
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2020-11-09
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User friendly. Can do anything I really need, from editing pdfs, splitting up and saving parts of documents, signed documents, etc.
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The sign in page can be a bit wonky and hard to see if you're signed in. If you've been signed out and start uploading it puts you into the trial mode, and once you figure out whats going on you have to start over.
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Signing documents is really important for me, which is the biggest benefit. But the ability to edit and fill out pdf documents has been wonderful as well.
2020-08-21
A good program (and nice people)
A good program, a bit too comprehensive for me (in some ways), and a few (to me) important features were missing.
After my trial period, I was accidentally invoiced for a full year, the support department solved that nicely.
2025-03-26
Draft Payment Bulletin Feature
The Draft Payment Bulletin feature simplifies your payment processing experience. With this tool, you can manage your payment notices efficiently, ensuring you stay organized and informed about your transactions.
Key Features
Create and edit payment bulletins prior to final approval
Send reminders for pending payments
Review payment history with ease
Include detailed information for clear communication
Generate reports for better financial oversight
Potential Use Cases and Benefits
Manage monthly invoices for better cash flow
Send payment reminders to clients to avoid late fees
Track payment trends over time for improved budgeting
Collaborate with team members on financial decisions
Ensure compliance with payment regulations
This feature can resolve common payment management issues. By allowing you to draft and organize payment bulletins, you reduce the risk of errors and enhance communication with your clients. Overall, the Draft Payment Bulletin feature empowers you to take control of your financial processes, streamlining operations while promoting accuracy and accountability.
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