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So far so good!My first transaction on PDF filler. I would say that the passwords and pins are a little confusing for people. Also, brokers don't recognize PDF filler for authenticated signatures. They accept Docusign. I use PDF filler mostly for the ability to make my PDF files fillable and then I transfer them to Docusign. So I do find PDF filler VERY useful.
2014-11-14
This application is users friendly and easy to use. Great product. The only thing missing for my agency's purpose is the attachment part. If the attachment features is add to it, this would be awsome.
2015-11-06
filling our immigration docs that were not savable and this app totally helped me to save them and get back to the docs when I have more info. Awesome. One recommendation: I would like to be able to save to a specific file in my computer rather than have to move from the download file :-)
2017-07-23
Need to have more option to edit a document, like Microsoft Word.
When editing a document, there needs to be page breaks added. it appears as one long document until you go to turn it into a PDF where it is then broken into pages. It is impossible to get the spacing right since you have to go back and forth with the document.
2017-07-26
It was quick and convenient. The only problem I had is that the updated form was not the correct one sent to the email. It continued to send and older version.
2019-11-12
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When trying to "save as", it takes a few more steps than I'd like it to.
2019-01-17
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2022-11-05
Excellent program and service
Excellent PDF editor and customer services goes above and beyond . Thanks so much everyone , it’s truly appreciated.
2020-04-29
The features are unmatched and the customer service has been outstanding! Anytime I have requested online support, I have received immediate and very detailed attention to help guide me through any feature, tutorial, description even with the ability to share templates or files and have customer support advise on any possible questions. This is what we've been looking for for all of our fillable forms and for obtaining e-signatures and it's at the best price point for businesses! Very excited to learn and use more of the features with PDFfiller!
2020-04-27
Combine Line Invoice Feature
The Combine Line Invoice feature streamlines your invoicing process, allowing you to merge multiple line items into a single invoice. This tool enhances your efficiency, helps reduce errors, and simplifies billing.
Key Features
Merge multiple line items into one invoice
Customize invoice layout for clear presentation
Automate calculations for accuracy
Track invoice history for better organization
Integrate seamlessly with existing accounting systems
Potential Use Cases and Benefits
Small businesses can streamline their billing process
Freelancers can simplify invoicing for multiple projects
Accountants can improve accuracy in financial reporting
E-commerce platforms can enhance customer experience with clear invoices
Teams can collaborate on payment tracking with ease
The Combine Line Invoice feature addresses the challenge of managing numerous invoices daily. By consolidating multiple line items, you save time, reduce confusion, and ensure clients receive clearer bills. This leads to timely payments and better cash flow, ultimately allowing you to focus more on your core business.
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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.
What if I have more questions?
Contact Support
How do I merge line items in QuickBooks?
Click Lists > Item List.
Review the list for duplicate items; note the name of the item you want to remain.
Double-click the item you want to merge into another item. ...
Type in the Item Name/Number field the name exactly as you noted it in step 2.
Click OK to save your change.
How do I merge two expenses in QuickBooks online?
Suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ... YouTubeStart of suggested client of suggested clip
How to Merge your Chart of Accounts in QuickBooks Online | AUS ...
How do I merge employees in QuickBooks?
On the left menu, Choose Employees.
Select the employee whose name you want to remove by merging.
Click Edit.
Change the First name and Last name field to exactly match the employee you wish to keep.
Change the Display Name to match the name you just entered.
Click Save.
Can I invoice multiple jobs on one invoice in QuickBooks?
Since QuickBooks is designed to invoice customers at a project level, this presented a problem. ... Select Invoice for Time and Expenses from the Customers menu. Select Harrison Norwood from a list by Customer and Jobs and then select Create Invoice and Selected Items.
How do I set up multiple jobs in QuickBooks?
From the Customers menu, select Customer Center.
Locate the customer you want to add jobs into.
Right-click on the customer's name and click Add Job.
In the New Job window, enter the job's information and then click OK.
What is customer job in QuickBooks?
In QuickBooks, a customer is a record of information about your real-life customer. The program takes the data you enter about customers and uses it to fill in invoices and other sales forms with your customers' names, addresses, payment terms, and other info.
How do I do job cost in QuickBooks?
Step 1: Set up a Customer:Job for each of your job. ...
Step 2: Set up your items to optimize for job costing. ...
Step 3: Assign all your expenses to jobs. ...
Step 4: Enter your estimates in QuickBooks Desktop. ...
Step 5: Create appropriate invoices. ...
Step 6: Run job costing reports to see how your business is doing on a job-by-job basis.
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