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PDFfiler allowed me to create a far superior MO Real Estate Disclosure form. It allowed me to edit to my heart's content, rather than scratching handwritten stuff out and ending up with such a mess that i had to hand write another copy. The end result was far more professional looking than a handwritten form. About a 5 minute learning curve and the software functioned perfectly. After editing, I was able to save the pdf to my computer, send it by email, print it, and some other stuff that I didn't use. PDFfiler can also get remote signatures.
2015-06-26
The form 1096 is not current in the video shown - it shows 2012 and the number 7 is different for 2016, so would like an explanation of what NEC means. Thought I could use this for 1099 and also 1096 but still need to use IRs forms to send them, so dissapointing. Wondering what I will use this service for - does it allow ALL pdf files that I receive to be opened and edited? If so, then useful. Otherwise, probably short lived for me.Thx
2017-02-13
I loved using the program. It helped on saving paper while allowing to update documents without having to print, use white out, and scan the updated document. It was really the only feature I used, but i know there was so much more to the program. I would love if they created a pay option that was cheaper than basic or reduced the price of basic for those of us who just need it for one or two functions. It was very easy to use and i wish i needed it for other things. Overall still a great program and i would recommend it to anyone. I am only giving it 4 stars due to me just not needing it for a whole lot.
2020-03-31
Simple Way To Edit PDF Files Right on Your Computer
I don't need this service too often but it is nice to have the ability to edit and fill PDF files when I do need it. It's great that you can edit, annotate and even post notes right onto the PDF files. Not too much else to tell - it just does what I need it to do.
I like best the ability to edit and fill PDF files from the convenience of my own computer. The program is easy to use and provides all the functions I need.
When filling in PDF forms it would be nice if the software could read the empty fields and tab directly to the appropriate locations rather than needing to manually place the cursor and then drag and drop to dial in the exact spot you want the text to land.
2019-09-07
So far
So far, so excellent. User experience takes a little getting used to, but a quick google shows you how to do it. And I haven't found anything yet that it wont do. Great tool. Used it for about 40 documents so far. Splicing things together, re-wording and cutting and changing dates. Basically editing everything imaginable in pdf.
2022-05-07
Super simple to use (I'm not that tech…
Super simple to use (I'm not that tech savvy) & good options for subscription/sign-up, including free trial! Was able to easily sign & date documents on my phone. REALLY GREAT SERVICE!!
2022-03-17
Works well
Works well. Just wish there was a way to sign without the added date and time and logo. No one cares about the logo, they just want a signature that appears real. I still have to print, sign and scan, because of that one issue. Kind of makes it worthless to be able to fill out on line.
2021-12-18
I had an issue and emailed the company and not only did 2 different people respond immediately they resolved my issue within a few hours of me sending the email. I’ve never seen that quick of a response before. Very impressive.
2020-10-26
Pedif Griffin
It's pretty nice for a PDF-filling application. Wish I could do a reasonable one-time purchase instead of having to pay monthly, though.
2020-05-03
Create Over Payment Text Feature
The Create Over Payment Text feature allows you to send clear and concise notifications to your customers about overpayments. This function enhances communication and ensures transparency in billing.
Key Features
Automated notifications for overpayments
Customizable message templates
User-friendly interface for easy setup
Potential Use Cases and Benefits
Inform customers promptly about overpayments
Reduce customer inquiries and disputes regarding billing
Enhance customer trust and satisfaction
This feature addresses the common problem of unclear billing, which can lead to frustration. By providing timely and accurate information about overpayments, you enable your customers to manage their accounts more effectively, fostering a positive relationship.
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?
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Can you write off overpayments?
Write-off Overpayments Sometimes the overpayment is so small, of the client hasn't used the credit, and it's been almost a year, you can write the overpayment off. To do this, you would create a new invoice for the overpaid amount and apply a credit to the invoice so that it can be closed.
Can I write off customer overpayments?
Writing off an overpayment. If a customer pays you more than the amount required to pay a debt in full, you can mark the invoice as paid in full and write off the overpayment.
How do you write off overpayments?
Create an invoice for the amount that was overpaid and apply to the invoice to remove it from the Aging report. Create a manual GL Journal Entry using the BP with the AR Account. Create a Payment Attribute for over payments and apply during the payment transaction.
What do you do if a customer has overpaid an invoice?
Use a credit balance adjustment to apply the overpayment as a payment to subsequent invoices. Use a negative invoice charge to apply the overpayment as a credit to a future invoice. Return funds to the customer and do not record any credit balance or negative invoice credit in Quora.
Can you write off a credit balance?
The entry to write off a bad account affects only balance sheet accounts: a debit to Allowance for Doubtful Accounts and a credit to Accounts Receivable. No expense or loss is reported on the income statement because this write-off is “covered” under the earlier adjusting entries for estimated bad debts expense.
How are customer overpayments treated?
Use a credit balance adjustment to apply the overpayment as a payment to subsequent invoices. Use a negative invoice charge to apply the overpayment as a credit to a future invoice. Return funds to the customer and do not record any credit balance or negative invoice credit in Quora.
How do you account for customer overpayments?
Create a Billing for the customer. Set the GL account on the billing line to sales or miscellaneous revenue account. Post the billing. Navigate to the cash receipt with the overpayment. Apply the balance of the cash receipt to the overpayment.
Video Review on How to Create Over Payment Text
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