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I was gonna select only 4 stars since I was having difficulty getting the app to do all that it claims, but since customer service was so great I had to add the additional star.
2015-06-30
Easy to fill forms!
This software is very easy to use, I'm able to fill forms we use over and over again. Adding signatures is simple and seamless.
Switching between pages. I'm used to rolling down with my mouse. I also noticed a bit of delays, but it might be our network connection.
2019-07-16
So easy to use and super convenient
It's great to use.
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2019-01-29
I think 40 dollars is too much, but...
I think 40 dollars is too much, what you offer is well worth it except for the fact that it's a service I would only use occasionally. So 40 bucks every month is way too much for me. But I do love what you offer.
2024-03-07
it was easy to to do it
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2020-12-03
Great customer service
I didn't use the service, and my payment was refunded so easily! Most companies are not as willing to offer that level of customer service.
2020-09-25
A little difficult to manuever around but it does what I need very well! Not sure about email feature...recipients did not receive but I did when I cc'd myself.
2020-09-04
Sort Date Invoice Feature
The Sort Date Invoice feature allows you to easily organize your invoices by date. This tool streamlines your invoicing process, ensuring that you find the information you need quickly and efficiently. With this feature, you can take control of your invoicing system, making it easier to track payments and manage cash flow.
Key Features
Sort invoices by creation date or due date
View invoices in chronological order
Easily filter invoices by specific time frames
Export sorted invoices to various formats
User-friendly interface for quick access
Potential Use Cases and Benefits
Ideal for freelancers managing multiple clients
Helpful for small business owners tracking payments
Useful for accountants needing to review past transactions
Convenient for anyone looking to maintain organized financial records
By using the Sort Date Invoice feature, you eliminate the frustration of searching through disorganized files. This solution not only saves you time but also enhances your overall productivity. With better organization, you can respond to payment inquiries faster and maintain positive relationships with your clients. Experience the ease of managing your invoices with this powerful tool.
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 sort invoice numbers in QuickBooks?
Go to Sales in the left navigation panel, then All Sales.
Click the Filter drop-down, and choose Invoices in the Type field.
Pick the Status you need (Open, Overdue, Paid, or All Statuses).
Select Custom in the Date drop-down, then enter the date range you need in the From and To fields.
How do I change the order of invoice numbers in QuickBooks?
Go to Sales or Invoicing, then click on the Invoices tab.
Select the invoice in question.
Go to the Invoice no. field and change the invoice number.
Click Save and Close or Save and Send.
How do I change the order of invoices in QuickBooks?
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How to Change an Invoice Number in QuickBooks Online | AUS ... YouTubeStart of suggested client of suggested clip
How to Change an Invoice Number in QuickBooks Online | AUS ...
How do I set up automatic invoice number sequence in QuickBooks?
To change the invoice numbers on your sales forms: QuickBooks will then automatically sequence your invoices based on the number you entered this field. In the upper right, click the Gear Icon and select Accounts and Settings. On the left, click Sales and then click anywhere within the Sales form content section.
How do I change the number format in QuickBooks?
At the top right, click the Gear icon.
Select Account and Settings.
On the left pane, select Advanced.
Click anywhere inside Other preferences.
Select your preferred Number format on the drop-down.
Click Save.
Hit Done.
Can you search by invoice number in QuickBooks?
Using Simple Find Select “Invoice” from the “Transaction Type” drop-down menu. Fill in the search fields with as much information as you can. Click “Find.” A list of found invoices will appear on the screen.
How do I search for transactions in QuickBooks?
Select the Magnifying Glass.
Enter the date, amount, or transaction number you're looking for, then select the desired transaction.
If the transaction you're looking for does not appear on the results list, select Advanced Search.
Adjust the filters to find the type of data you want.
How do I find old invoices in QuickBooks?
Click the Main menu () in the upper-right corner and select Invoices. Click the Search option (magnifying glass icon). You can set the Status and Date to filter the results.
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