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Trying this service for the first time. I needed the service to prepare a contract to buy real estate and wanted a slick presentation. It was easy to use.
2014-12-17
It has been very helpful. The user interface is not difficult to navigate. I am cancelling only because I do not have the volume of documents to warrant the cost. But when this changes I will certainly return.
2015-08-13
Extremely Easy interface. Gathering Signatures is the Best and being able to do so via a text link is ingenius. Would be a 5 star if you would just offer the discounted annual purchase price.
2016-06-16
Great. Still getting used to it though. But is very helpful indeed. When I paid for this it cost $120 but my credit card was deducted $170. I am still waiting for a response please and a refund
2017-03-20
Excellent cloud based software that I am able to use on any computer!
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I would like if I could create boxes easier that were adjustable fields rather than just having a single section.
2017-11-14
Excellent company excellent service
Although when testing the service it did not meet my requirements a month later an annual Bill showed up on one of my payment accounts. This just happened minutes ago and I was up working on a project so I immediately responded. Surprisingly somebody answered the phone at the company. I was able to refer them to my account they could see where I had stopped the service immediately upon testing it because it didn't fit all of my requirements this all happened last month however as a young lady told me the cancellation process takes several steps and somewhere during that process the cancellation was not 100% completed. However she sees where I never utilized the service I did cancel it she immediately moved into action return the payment that was incorrectly processed and was super helpful and super friendly. The Reps name was Sally I am super impressed with not only her but PDF filler because of the fact that they honored my displeasure and something like I said through the process fell through the cracks however I was able to contact them they were able to easily see what was happening with my account and rectify my complaint. I want to vote the company a plus plus because nowadays service is not even a thing anymore it seems rarely can you find a company that stands behind their product and they do so by providing support Saturday morning at 5:00 a.m. LOL so yeah I was super pleased with the service although they did not provide what I was looking for the company still will always be on my good list in terms of consideration in case in the future they do provide the needs that I have. A+ Plus
2023-11-18
the experience was mostly good, however, when coming from a google doc and putting the document here to convert into a pdf, the drop down tabs that were originally in the google doc did not work- in that way, it was tedious.
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2023-03-30
good
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2021-10-12
Set Table in the Professional Invoice Feature
The Set Table feature within the Professional Invoice tool simplifies the way you organize and display your invoicing data. This feature allows you to customize your invoice tables easily, enhancing both readability and professionalism.
Key Features
Create customizable invoice table layouts
Include itemized lists with descriptions and prices
Adjust column widths and styles for better presentation
Save table templates for future use
Integrate seamlessly with your existing invoicing process
Potential Use Cases and Benefits
Streamline your billing process for services and products
Enhance client understanding of charges and terms
Create consistent branding across your invoices
Reduce time spent on invoice creation and modifications
Improve payment processing through clear itemization
By utilizing the Set Table feature, you can address common invoicing challenges. Whether you are a freelancer, small business owner, or a manager handling accounts, this feature helps you present your invoices clearly. You not only save time but also enhance communication with your clients, leading to faster payments and stronger business 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 make an invoice table?
For our table, we will create it based on the Invoice Line entity. We will create it by accessing the Relationship Designer and locating the Invoice->Invoice Line relationship. Once that relationship has been selected, we will select the Amount, Price Per Unit, and Quantity fields.
How to create a simple invoice?
Your company and contact info, billing info, payment instructions, an itemized list, and pricing details are all key components of an invoice. Depending on your industry, you might want to add more relevant sections, like quantity, tax, hours, or shipping. Add your branding for a polished, signature touch.
How do I format an invoice?
Basic invoice format – what goes where Your details. Your name and contact details are required. Their details. Identify the person or organization that you're billing, and include their physical or email address. Invoice number and date. Description of goods or services. What the customer owes. Customer reference. How to pay.
How do you layout a simple invoice?
These are the five steps to writing an invoice effectively and professionally. Personalize and make your invoice professional. Fill-out the appropriate contact information on your invoice. Select a due date on your invoice. Fill in the projects/ tasks you are invoicing the client for. Add payment information.
What is the basic structure of an invoice?
Here's what to include on an invoice: Your customer's company name and address. The date the goods or services were provided. The date of the invoice. A breakdown of costs that show prices, hours, or quantities of the goods and services delivered.
How do I make an invoice look professional?
Branding Elements: Add a logo, company colors, and a thank-you note for professionalism. Clarity and Readability: Ensure the invoice is easy to read to avoid payment delays. Legal and Payment Terms: State terms, payment methods, and deadlines for timely payments.
How do you structure an invoice?
What should an invoice include? Invoice reference number. Every invoice should include a unique invoice reference number. Your company name and address. The customer's name and address. A summary of the goods/services purchased. Date of supply. Date of invoice. Itemised breakdown of costs. Total amount due.
How do I change the invoice layout in Quickbooks?
You can select a different template for specific transactions directly from the form: Create or open an existing invoice, sales receipt, or estimate. Select Customize in the footer. Select a custom template from the list. Select Save and close.
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