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This is a great addition to my business. Fast, efficent and saves a ton of time. I get Forms that need to be signed all the time and I just quickly upload sign/date add notes or make changes and email, fax or scan back. I could not imagine my business without it.
2016-10-21
A very good and friendly in navigating the fields. Need improvement especially in the telephone number field and user address died of CMS 1500 of 2012 and UB04. Unable to include the three digits telephone area code. Address field too small to contain full address including zip codes
2018-06-18
I love it but when I was trying to edit document I could only click and erase some fields. I had to use the eraser for the rest. But overall great product.
2018-11-27
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Simple and easy way I can get things done
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Wish phone app was just as easy to manuever
What problems are you solving with the product? What benefits have you realized?
Signature and cleaning up Documents
Simple and easy way I can get things done
What do you dislike?
Wish phone app was just as easy to manuever
What problems are you solving with the product? What benefits have you realized?
Signature and cleaning up Documents
2019-02-26
It was easy to use however I believe as a snowbird they should have another way to fill out the 8840 without having to sign up for this form filler. As it turns out we tried to fill out on line and the signature part wouldn't work. We ended up printing out the form and filling it by hand and mailing it in.
2023-04-20
Excellent
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2022-04-04
Great app..easy to use and saved me a…
Great app..easy to use and saved me a lot of headaches during a move when I didn't have access to a printer.
2021-09-27
It's been great, especially when it comes to using anything that has to do with technology, I'm a non Techie, it's been somewhat easy I'd say.Thanks so much
2021-03-01
The only feature I don't see (maybe…
The only feature I don't see (maybe I've missed it) that would be helpful is the ability to spilt a document.Otherwise, it's super easy to use.
2021-01-19
Separate Comment Invoice Feature
The Separate Comment Invoice feature streamlines your invoicing process by allowing you to separate comments and notes from the main invoice. This innovation ensures clarity and focus in your billing, making it easier for both you and your clients to understand charges.
Key Features
Isolate comments from the primary invoice details
Enhance readability for clients
Simplify invoice adjustments with clear separation
Improve communication regarding charges
Facilitate quicker payments through clarity
Potential Use Cases and Benefits
Used by freelancers who need to provide feedback alongside invoices
Ideal for agencies that send detailed breakdowns of services
Helpful for contractors who need to clarify project changes
Useful in any scenario where detailed comments enhance understanding
This feature addresses common invoicing challenges such as miscommunication and confusion over charges. By clearly separating comments, clients can swiftly grasp the details of their invoice, reducing inquiry and dispute rates. Enjoy smoother transactions and improved client relations as you enhance transparency.
For pdfFiller’s FAQs
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
What is an ad hoc invoice?
Ad Hoc Invoicing allows you to generate an invoice for a particular Client at any time and include Visits that have not yet been invoiced. These types of invoices are generated manually from the Accounting tab on the Client's profile.
Can you have more than one invoice template in QuickBooks?
Re: Creating Multiple Invoice Styles In QuickBooks, you can create two separate invoice templates. You can choose to include the Account Summary on one template and exclude it on the other. This said, once you create the invoices, you can choose the template with or without the Account Summary for a customer.
How do I create multiple invoices in QuickBooks?
Select the Creation icon.
Select Multiple Invoices.
Select the Add (+) button on the left to create a new blank invoice. ...
Select any field to enter info. ...
If you need to delete an invoice, go to the Menu button (three vertical dots) for that invoice.
How do I create multiple invoices in QuickBooks online?
From the Creation (+) button, select Multiple Invoices.
Select the Add (+) button on the left to create a new blank invoice. ...
Select any field to enter info. ...
If you need to delete an invoice, go to the Menu button (three vertical dots) for that invoice.
How do I create a two-page invoice template in QuickBooks?
QuickBooks users can create a consistent two-page invoice by using the design layout feature in QuickBooks. Choose “List” then “Manage Templates” from the menu bar. The Templates window will appear.
How do I create an invoice template in QuickBooks?
From the Customers menu, select Create Invoices.
At the top of the invoice, select the Invoice template selection button and choose Edit Template. This opens the Layout Designer view.
Choose File at the top of the Layout Designer.
You can now export or import the template as desired.
How do I create an invoice template in QuickBooks desktop?
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 create a custom invoice in QuickBooks?
On the Home page, in the Customers section, click Create Invoices.
In the Create Invoice toolbar, click Customize. ...
Click Customize Data Layout. ...
Click Make a Copy. ...
Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.
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