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I am a first time user and so far I have experience no problems. I have signed up for one month of service to try out actually being able to use my documents. We shall see...
2014-09-24
Fantastic tool
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2024-04-16
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The ability to send PDF's for signature and manipulate fields...
What do you dislike?
sometimes the automatic field mapping can be quirky and when people sign documents it may not be the most intuitive set up.
What problems are you solving with the product? What benefits have you realized?
Having to print out paper to just to sign and scan back. Also, due to the pandemic and less people having in person meetings this can be used to sign documents even when you are not face to face with clients.
2020-08-14
Easy to import edit- wished I had this a long time ago!
I was desperately trying to find a way to send my Doctor forms. Scanner/Printer was knocked out from the storm.
2020-07-23
Chatted online to cancel and refund $96 that I was charged and I got a pretty friendly guy named Peter! He was sweet and fast! If I needed this particular application again, I would definitely reuse them!!!
2020-05-03
Expand Comment Invoice Feature
The Expand Comment Invoice feature streamlines your invoicing process by allowing you to include detailed comments directly on invoices. This tool enables clearer communication with your clients, ensuring they understand the charges on their bills. With this feature, you can present a professional appearance and foster trust in your business relationships.
Key Features
Add detailed comments to each line item
Customize comment visibility for different clients
Easy integration with existing invoicing software
User-friendly interface for quick updates
Automated comment suggestions based on previous entries
Potential Use Cases and Benefits
Provide context for additional charges during project billing
Clarify payment terms and conditions directly on the invoice
Enhance client satisfaction through transparent communication
Reduce follow-up questions from clients about their bills
Improve accuracy in billing by detailing services rendered
In summary, the Expand Comment Invoice feature addresses common billing challenges. By offering clear explanations for charges, you can minimize misunderstandings and enhance your clients' experience. When clients feel informed and valued, they are likely to return for future business, boosting your revenue and strengthening relationships.
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
How do I change the layout of a pastel invoice?
Navigate to the Documents and Statements tab and select the Invoice and Statement Layouts option, on the Company Settings screen. Select your new layout from the drop-down menu. Click on the Save button.
How do I change the invoice layout in Sage?
Open the Invoices and Credits module.
Click any invoice record, then click Print.
Click Layouts.
Select the document you want to change then click Edit.
On the menu bar click Report, then click Report Properties.
Enter a new report name and description, then click OK.
On the menu bar click File then click Save As.
How do I create an invoice on Sage?
Click Invoices and credits then click New invoice.
In the Format drop-down click Product then in Date enter the invoice date.
In the A/C drop-down click the customer then click OK.
Under Product Code click the drop-down and select the required product.
How do I change my company details on pastel?
You can edit your company details by clicking on the Company Settings (Gear Icon) link at the top of the page or go to Company Change Company Settings.
How do I change my business details on Sage 50?
On the menu bar, click Settings then click Company Preferences.
Enter your new Name and address as required then click OK.
How do I change invoice details on Sage?
Manage Invoice > Edit > amend the information as required.
Save > click the invoice > Record Payment > enter the payment details again > Save.
Enter any additional payments > click back on your browser menu bar.
How do I change my business address in Sage 100?
Go to Modules→Library Master→Setup.
Click on Avatar Connect Options.
Select the company you need to modify.
Change the address in the lower half of the settings screen.
How do I create a pastel tax invoice?
Select Process Customers.
Select the drop-down at Document Type and select Recurring Tax Invoice.
Select the Customer.
Select the Date.
Complete the rest of the Invoice.
Select Next Document to create other Recurring Invoices.
Video Review on How to Expand Comment Invoice
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