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App doesnt work the same as using it on a computer. On the computer is easy and simple. Ive tried the app and seems to cant work it like on the computer such as tap on it erase or add , high light , or erase. Im using apple iphone Thank you
2019-04-26
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Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike?
too much to choose from when importing records from the library
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Able to access files and email or fax at will when on the road.
Ability to create templates (e.g. for billing) and changing dates when needed.
What do you dislike?
too much to choose from when importing records from the library
What problems are you solving with the product? What benefits have you realized?
Able to access files and email or fax at will when on the road.
2019-02-25
PDF filler works great and has helped print some documents that we used to have to type.
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Document creation - used it for paper billing, in house forms, and staff checklists. Easy to create the document and implement
Alignment is sometimes different on the document than what prints. Can take a little trial and error to make it align perfectly.
2017-11-20
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2021-07-27
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2025-03-05
Note Over Line Invoice Feature
The Note Over Line Invoice feature allows users to add custom notes directly onto their invoices, enhancing communication with clients. This tool simplifies the invoicing process by enabling users to convey important information without cluttering the document.
Key Features
Add personalized notes to any invoice line item
Streamline communication with clients
Customize notes for different invoice types
Access notes easily for quick reference
Potential Use Cases and Benefits
Provide clarifications about services or products directly on the invoice
Share payment terms or special instructions with clients
Enhance customer service by addressing client questions proactively
Facilitate better financial record-keeping and audits
This feature solves common invoicing challenges. For instance, if you need to explain charges or offer promotional discounts, you can add notes directly on the invoice. This reduces the need for follow-up emails and keeps everything organized in one document. With the Note Over Line Invoice feature, you not only improve clarity but also build stronger relationships with clients.
Video Review on How to Note Over Line Invoice
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