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love learning everything. Problem with sending multiple pages in one email to have signed. Problems with getting the signature from the recepient because the codes don't work consistently.
2017-05-14
What do you like best?
The signature input capabilities are a huge improvement on what is offered by Adobe products
What do you dislike?
It's a bit clunky at the moment, the interface could use more contrast
What problems are you solving with the product? What benefits have you realized?
I can execute and share documents quickly and easily; no more waiting for in-person signatures and far exceeds the tools offered by competitors (e.g., Adobe, DocuSign)
The signature input capabilities are a huge improvement on what is offered by Adobe products
What do you dislike?
It's a bit clunky at the moment, the interface could use more contrast
What problems are you solving with the product? What benefits have you realized?
I can execute and share documents quickly and easily; no more waiting for in-person signatures and far exceeds the tools offered by competitors (e.g., Adobe, DocuSign)
2018-01-30
What do you like best?
It is a simple process to upload, fill out typed forms, e-sign, and save/print externally.
What do you dislike?
I have not been able to drag and drop from outlook '07. The additional step of saving a document locally and then uploading seems unnecessary.
Recommendations to others considering the product:
This is a very intuitive product that can one can pick up and become proficient with little training or experience.
What problems are you solving with the product? What benefits have you realized?
I have been able to keep from printing countless documents that only need a quick signature only to be scanned in again and emailed out. There is a huge time saving as well being able to cut out those middle steps.
It is a simple process to upload, fill out typed forms, e-sign, and save/print externally.
What do you dislike?
I have not been able to drag and drop from outlook '07. The additional step of saving a document locally and then uploading seems unnecessary.
Recommendations to others considering the product:
This is a very intuitive product that can one can pick up and become proficient with little training or experience.
What problems are you solving with the product? What benefits have you realized?
I have been able to keep from printing countless documents that only need a quick signature only to be scanned in again and emailed out. There is a huge time saving as well being able to cut out those middle steps.
2019-02-25
What do you like best?
I like the fact that it is a Swiss Army knife type tool that can do editing, signatures, electronic contract signing all in one easy to use package! I use it in several of my small businesses. It is much better in my estimation than the Adobe products......
What do you dislike?
I have not experienced any current issues.
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I used to need multiple subscriptions with Adobe and Docusign, now I just need one package - PDFFiller!
I like the fact that it is a Swiss Army knife type tool that can do editing, signatures, electronic contract signing all in one easy to use package! I use it in several of my small businesses. It is much better in my estimation than the Adobe products......
What do you dislike?
I have not experienced any current issues.
Recommendations to others considering the product:
Get a subscription
What problems are you solving with the product? What benefits have you realized?
I used to need multiple subscriptions with Adobe and Docusign, now I just need one package - PDFFiller!
2019-05-28
creating forms for small private practice
overall it is a good product once you are accustomed to operating within its rules and time lapse with commands and follow through
ease of using current document to edit and create form
it is slow to react to commands or does not recognize or follow commands first time you ask or click
2022-03-22
Excellent service. Website is easy to navigate and the forms available are excellent. In my case, even though the website is user friendly, I think a short webinar to familiarize customers would be of great benefit. I would certainly recommend PDFiler to others.
2021-02-27
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2020-11-29
What do you like best?
I love the fact that we can collect uploads AND money through filled PDFS
What do you dislike?
The entire site is very confusing and we have a hard time understanding where our active sheets are located within the site. We see things like "documents" and then we make a new template ... then lose which template is live and which one isn't. I also don't care for the fact that we cannot choose to have ZERO color in the field that the customer sees for filling in and I would love to be able to disable the "lock to grid" feature that is clearly on at all times.
Recommendations to others considering the product:
I recommend reading through the site, reading through all the tutorials you can and getting very organized about what you are going to do before getting started.
What problems are you solving with the product? What benefits have you realized?
We no longer have to deal with faxing our documents to customers to fill out, sign and fax back. We just tell them to go to our website . They are also so much more likely to complete the entire process including sending us pictures that we require and we no longer lose the pictures or get confused as to where everything is.
2020-08-07
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2025-01-19
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How do you present an aging report?
Use Cloud Accounting Software. Review the Accounts Receivable Report & Take Action. Offer an Early Payment Discount. Send Payment Reminders. Email Invoices to Customers. Deliver Clear & Accurate Invoices.
What is an aging report?
An accounts receivable aging is a report that lists unpaid customer invoices and unused credit memos by date ranges. The aging report is the primary tool used by collections personnel to determine which invoices are overdue for payment. The next column contains invoices that are 31-60 days old.
How do you create an accounts receivable aging report in Excel?
3:12 7:36 Suggested clip Accounts receivable excel — Quick Aging Report using Excel YouTubeStart of suggested client of suggested clip Accounts receivable excel — Quick Aging Report using Excel
How do you calculate aging accounts receivable?
It is also useful in determining the balance amount needed in the account Allowance for Doubtful Accounts. The aging of accounts receivable report is typically generated by sorting unpaid sales invoices in the subsidiary ledger first by customer and then by the date of the sales invoices.
How do you report accounts receivable?
The Customer History Report returns all Accounts Receivable activity for a customer. This report is available in the search results of the Customer lookup. If there has been a payment, credit or write-off against an invoice, clicking on the Unpaid Amount will bring up another report, Unpaid/Applied Amount Report.
What does an aging report look like?
An accounts receivable aging is a report that lists unpaid customer invoices and unused credit memos by date ranges. A typical aging report lists invoices in 30-day “buckets,” where the columns contain the following information: The left-most column contains all invoices that are 30 days old or less.
What does an aging report show?
An accounts receivable aging report is a record that shows the unpaid invoice balances along with the duration for which they've been outstanding. This report helps businesses identify invoices that are open and allows them to keep on top of slow paying clients.
Why is accounts receivable aging report important?
An aging report is useful because it gives you a snapshot of the money that is outstanding and due to you by your customers. It also helps you identify customers that are falling behind on their payments a clear sign of an underlying problem.
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