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2020-02-15
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It helps me to create templates for reuse
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Fonts are hard to match when inserting wording
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Much easier for documents than in design
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Recreating documents/leases that are time consuming if I have to retype them.
It helps me to create templates for reuse
What do you dislike?
Fonts are hard to match when inserting wording
Recommendations to others considering the product:
Much easier for documents than in design
What problems are you solving with the product? What benefits have you realized?
Recreating documents/leases that are time consuming if I have to retype them.
2019-05-21
Takes a little getting used to, but not bad
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Took some getting used to as I had used different products in the past. Other than that, there really is nothing bad about this software.
2018-02-12
Due to mental illness I have severe limitations with sequencing, prioritizing, staying on track, paying attention to detail, and decreased information processing speed, just to name a few. I usually need more time to process instructions So when I first started playing/exploring this application I was really intimidated. I thought I was going to have to cancel the the trial, give up and cancel but to my surprise I'm starting to get the hang of things and I think I really like it. The capabilities of this application seam endless. I'm actually quite amazed I've never seen anything like it. Hopefully after watching a few webinars/training sessions I'll be able to learn even more. I'm excited and even more motivated because results I have exceeded my expectations.
2022-04-13
Love it!
Very easy to use and comes in handy at the most inconvenient of times. When I'm out and busy, I can get documents filled out fast and easy on my phone.
2022-02-11
Separate Line Invoice Feature
The Separate Line Invoice feature helps you organize and manage your billing process with ease. This tool breaks down your invoices into separate itemized lines, making it clear and straightforward for your clients. It simplifies the invoicing experience and enhances your business operations.
Key Features
Itemized billing for transparency
Customizable invoice layouts to match your brand
Easy integration with existing accounting software
Automated calculations to reduce errors
Option to include detailed descriptions for each line item
Potential Use Cases and Benefits
Freelancers billing clients for different services
Businesses issuing invoices for multiple product types
Project-based billing for clearer project tracking
Professional service fees where detailed breakdown enhances clarity
E-commerce stores managing varied product sales
By utilizing the Separate Line Invoice feature, you can address common invoicing problems. You will reduce confusion for your clients, as detailed invoices allow them to see exactly what they are paying for. Additionally, your business will benefit from a smoother payment process, as clients can quickly understand their charges. This efficiency will lead to faster payments and better relationships with your customers.
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What is a line item invoice?
The term line item refers to any service or product added to an invoice, along with any quantities, rates, and prices that pertain to them. ... Sometimes, you'll have certain line items that you use frequently when you create invoices. To cut down on prep time, save your line items for future use.
What exactly is an invoice?
Invoice Definition and Purpose In short, an invoice is a bill a document you send when someone owes you payment. ... In this definition, “goods shipped” can include digital products “shipped” via email, and it also refers to services rendered.
What is on an invoice?
Hub > Invoicing. An invoice is a document that lists the products and services a business provides to a client and establishes an obligation on the part of the client to pay the business for those products and services.
What is the purpose of an invoice?
Record Keeping The most basic purpose for a sales invoice is to keep a record of the sale. It provides a way to track the date a good was sold, how much money was paid and any outstanding debt. The invoice is an invaluable tool for accounting. It can also track which employees make sales and the items they sell.
Is there a difference between an invoice and a statement?
An invoice can also contain the charges for the goods purchased or the services provided. 4. An invoice contains the item number, its description, price of the item, date, due date, and the total amount. A statement can be called a list of all invoices which also shows the unpaid balance on the invoices.
Can an invoice serve as a receipt?
An invoice is a request for payment. You give an invoice after the customer receives their good or service. A receipt is proof of payment. You give a receipt after the customer has paid for a good or service.
What is a separate line item?
A unit of information in a document, record, or statement, shown on a separate line of its own. Line items often refer to a budget element that is separately identified.
What is a line item expense?
Noun. Line item (plural line items) An item appearing on a single line in any schedule of information. (accounting) An item of revenue or expenditure in a budget or other financial statement or report. (government) A budget appropriation.
What are order line items?
An order line represents a part of an order on a bill. An order line can be made up of one item or multiples of an item. The number displayed next to the order line is the total price for that order line. It includes all customizations, discounts, and other price modifications made to the order line.
What are below the line items in accounting?
Definition: The line generally refers to gross profit. Above that line on the income statement, typically, are sales and COGS (cost of goods sold) or COS (cost of sales or cost of services). Below the line are operating expenses, interest, and taxes.
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