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2018-12-27
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I love this engine because I can graduate the size of letters, be able to type anywhere on the pages and save every minute all forms in secure.
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I don’t have any inconvenience with this software.
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Is easy to use and it will save you time.
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I can login anywhere in the world , I don’t have to save all forms in my computer and I can save my job to continue later. Also I can login on my smartphone using the mobile APP!
2019-05-22
I had the wrong EIN number on a…
I had the wrong EIN number on a 1099-misc.and it kept rejecting it until I got it corrected which made me frustrated until I saw it was an error in the EIN given to me and then I was glad that I used the service to correct the error.
2020-02-18
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2021-02-16
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I needed something to easily edit PDF's. It's easy and more versatile than many other pdf editing apps
2020-08-26
Share Recommended Field Invoice Feature
The Share Recommended Field Invoice feature simplifies your invoicing process, allowing you to send invoices directly to clients with ease. With this feature, you can recommend specific fields to include in your invoices, enhancing clarity and understanding. This tool helps you stay organized and improves communication with your clients.
Key Features
Customizable invoice templates for tailored professionalism
Direct sharing options to enhance client interaction
Easy-to-use interface that saves you time
Seamless integration with existing accounting software
Real-time tracking to monitor invoice status
Potential Use Cases and Benefits
Small businesses can streamline their billing processes
Freelancers can create clear, professional invoices
Contractors can ensure clients receive tailored invoices
Consultants can easily share recommendations for services rendered
Non-profits can enhance transparency in funding reports
This feature addresses common invoicing challenges, such as miscommunication and delayed payments. By allowing you to highlight key fields that matter most to your clients, it fosters clarity and expedites the payment process. Additionally, its user-friendly design means anyone can use it effectively, significantly improving your workflow.
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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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What does it mean to send an invoice?
An invoice is a list of products or services given to a client that includes the cost of those services. In other words, an invoice is a bill. You send an invoice to someone because they owe your business money.
What do you need to send an invoice?
a unique identification number. Your company name, address and contact information. The company name and address of the customer you're invoicing. A clear description of what you're charging for. The date the goods or service were provided (supply date) the date of the invoice.
How does sending an invoice work?
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.
What is the purpose of an invoice?
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.
How do I send an invoice to a client?
To start, just go to your dashboard and click on “send an invoice”. Now you'll see a pop-up which lets you choose your client and project details (or create both), and choose the invoice type. Once done, just click on “create invoice”.
How do I send an invoice to a customer by email?
Include the invoice itself as an attachment, not in the body of the email. Use an invoice email template. Include the invoice number in the subject line. Keep a record of outstanding invoices. Have a template for collections emails.
What details do you need to send an invoice?
1. ' Invoice' A unique invoice number. Your company name and address. The company name and address of the customer. A description of the goods/services. The date of supply. The date of the invoice. The amount of the individual goods or services to be paid.
How do I make an invoice?
Go to Invoices > Overview. Click New Invoice and pick your client. Select Create a blank invoice, then click Next Step. You'll see a blank invoice. You can add a subject line, specify a due date, add taxes, re-order your invoice's line items, and more. Click Save Invoice.
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