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2019-09-30
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2023-01-22
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This is the most amazing app, it really is a great one-stop portal for all my practice needs, and it is SIMPLE to use, even for solo practitioners like me who don’t have an IT department.
2020-10-20
What do you like best?
User friendly for clientele. Easy to use from phone, tablet or computer
What do you dislike?
dashboard and finding the filled documents easily
What problems are you solving with the product? What benefits have you realized?
creation of worksheets - forms that require signatures, enrollment forms, etc.
2020-08-21
Use Recommended Field Invoice Feature
The Recommended Field Invoice feature streamlines your billing process, making it simpler and more efficient. By allowing you to select and customize the fields you want on your invoices, you gain control and clarity.
Key Features
Customizable fields to suit your business needs
Pre-defined templates for quick invoice creation
Automatic calculations for totals and taxes
Easy integration with existing systems
User-friendly interface for quick navigation
Potential Use Cases and Benefits
Ideal for service providers needing to itemize charges
Great for freelancers managing multiple clients
Useful for businesses wanting to maintain professional invoices
Perfect for tracking expenses and payments efficiently
By using the Recommended Field Invoice feature, you can resolve common invoicing problems such as unclear charges, time-consuming billing processes, and inconsistent formats. This feature enables you to present professional invoices that provide clarity for you and your clients, ultimately leading to improved cash flow and stronger business relationships.
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