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Just downloaded the software for a rush application. Works great. Much better than some I've tried. Very low learning curve. I was finished with with a four page job application in less than 30 minutes. Now that I have learned the simple controls I can do it in 10.
2015-02-18
Extremely convenient and VERY user friendly. This site made a very daunting situation very tolerable. Love the free week and the on-going rate of $6.00/mo.
2018-02-10
I am satisfied with the PDF filler. I will not need it often enough to pay a monthly fee. We will only use once or twice a year at the very most for personal use.
2019-07-29
What do you like best?
I love the program as a homeless case manager, I can review information with clients, send to them for review, and signature from my office
What do you dislike?
It needs a desktop application for easier access vs going to the website all the time.
What problems are you solving with the product? What benefits have you realized?
decreasing my travel, having access to documents when I need them in the PDF website, and access to cloud networks
I love the program as a homeless case manager, I can review information with clients, send to them for review, and signature from my office
What do you dislike?
It needs a desktop application for easier access vs going to the website all the time.
What problems are you solving with the product? What benefits have you realized?
decreasing my travel, having access to documents when I need them in the PDF website, and access to cloud networks
2019-05-28
Excellent
Excellent! Very Convenient and affordable with everything I need at the tip of a finger. I would recommend this to any company. It makes things so much easier.
2019-03-21
I started the free trial, and my document has trouble being edited, so I hope this can be sorted. The help was quick and efficient and Kara escalated it when she knew there was a problem, so top marks there. I just hope the techie team can sort the font.
2023-10-29
Took a bit to find the "how to use Zapier" tricks (Zapier had a link), and to learn how to use Fillable Fields properly. However, once over that hump, this service is fantastic. My workflows will be faster and cleaner from this point forward!!!
2022-10-29
Super sufficient and straight to the…
Super sufficient and straight to the point. All necessary language needed to address was there. Rocking and Rolling
2021-07-13
I use this almost on a day to day with all kinds of documents. it is the best thing that has happen to me when it comes to computers. I have been trying to get everybody I know to get this program, I paid for the year and most likely will pay for next year too.
2021-04-10
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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.
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How do you maintain an invoice?
Set your terms. Know your clients. Invoice consistently. Create clear and detailed invoices. Keep a paper trail. Remind client of deadline. Keep an invoice tracking system. Go after late payments.
How is invoicing done?
In basic terms, an invoice is a bill sent to your customers after you complete a job or visit. The invoice establishes what services you or your company provided, how much is due and when, and how your customer can pay. Legally speaking, an invoice creates an account receivable.
Does an invoice mean you've paid?
From a customer or client point of view, invoices help them see what they're getting for their money. That doesn't mean you can't be paid before sending an invoice, but it is the way that most business transactions work. Even if you are paid before you send an invoice, your customer will expect you to send one in.
How do you do billing and invoicing?
Keep accurate records of your work. Decide how often you will invoice. Define your accepted payment methods. Set up your invoices to include a payment due by date. Create professional-looking invoices.
How long does it take to process an invoice?
Time to process an invoice Manual invoice processing can take a toll on your Accounts Payable department. In fact, the average small-to-mid-sized company takes about 25 days to process a single invoice when using a manual process.
How long do I need to keep customer invoices?
Invoice-Keeping Timetables The IRS recommends that invoices that can help substantiate business income or deductions be kept for the entire statute of limitations period, as tax records can be changed or reviewed during this period. In most cases, this is generally three to seven years, depending on the circumstances.
Do I need to keep hard copies of invoices?
Scanned receipts and invoices: HMRC requirements. As with hard copy documentation, HMRC require you to keep at least 6 years electronic archived documentation. You may need to keep your records for longer than 6 years if any of the following apply: a transaction covers more than one accounting period.
How long do we have to keep business records?
Accountants typically will advise businesses to keep their bank account and credit statements for 7 years. However, if your monthly statements aren't serving any tax or other business purposes, you can consider shredding them after a year and keeping your detailed annual statements on hand for 7 years.
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