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See for yourself by reading reviews on the most popular resources:
The form I filled in was for a Medal of Honor recommendation for a Vietnam vet. The format and help with the form was clear and efficient. I had to come back and modify it, and everything was smooth and easy.Thanks for a very professional tool.
2017-02-26
Love it
I love it and have recommended it to friends and collegues.
Love the ability to change forms around and manipulate the forms to move entire sections around and still keep things neat and professional looking.
The dashboard is messy and not as well organized as it could be.
2019-05-16
Very helpful tool, and easily accessible on the go!
Great tool and helpful to keep business going while traveling or on the go.
Simple, easy to use format. I could access it while on the go and get work done without having to log into my laptop.
When trying to "save as", it takes a few more steps than I'd like it to.
2019-01-17
Good service
This ia great service, but you shouldn't allow people to fill out entire PDFs just to push them into creating an account and starting a free trial. Be upfront.
2023-06-02
What do you like best?
The ability to alter PDF files (add or subtract information)
What do you dislike?
The double sign in process takes up valuable time.
What problems is the product solving and how is that benefiting you?
As a real estate agent, I can tailor template forms to suit my client's needs.
2022-05-25
best out there, has opportunities to get better
generally very positive. i used the free trial for a month and switched to the yearly plan.
this is by far the best pdf editor i tried using. the biggest selling point is converting the files without losing the layout and the possibility to edit copy and somewhat match the font
i noticed that while editing copy the font size of the original text shifts a pixel down and the font weight automatically turns to lighter than original.
still the best font matching abilities of all the tools, but sometimes a pain
2021-02-16
What do you like best?
That I can mark up any pdf or create 1 new document from several. Also digital signatures, I work remotely and need this! Being remote, I need to be able to create or sign a form from anywhere and I can easily with pdf filler. I love the share feature as well, I can work on my end and my co-workers will have it almost instantly without having to print, scan and email. I work remotely, almost all from my laptop with no printer. This allows me to work from my phone or tablet seamlessly as well.
What do you dislike?
Not much, no complaints yet. Maybe the layout? Like where everything is, I click on the documents and then you have to specify where something is. Maybe a more organized folder system? When I share them, they should all be in the share folder, but for some reason, they're not always there. I am a very organized person and like everything in its own folder or file. I'd like a way to save everything to its own file and be able to find them quickly and easily.
Recommendations to others considering the product:
This is a great program, especially if you work remotely, highly recommend it!
What problems are you solving with the product? What benefits have you realized?
1099 tax reports, our software only supports e-file and we are so small that we don't have that. I also love the share part, I'm able to work on my end, share it with my co-workers and they can have it almost instantly without printing and scanning, etc. I also love that I can take a few different documents and combine them to one, that is a great feature!
2021-02-11
Good editing capabilities (particularly…
Good editing capabilities (particularly with additional features like signing).Customer support were very prompt with their response and actions.
2020-06-14
Smooth W2 Efiling
I was just looking for a fill in W2 creator. This one transfers the IRS information to the other forms, and then as a bonus allows you to e-file. Reasonable price. I'm impressed.
2025-01-23
Choose Chart Invoice Feature
The Choose Chart Invoice feature streamlines your invoicing process, making it easier to manage payments and track financial data. Whether you run a small business or manage a large team, this tool adapts to your needs and enhances your workflow.
Key Features
Customizable invoice templates to fit your brand
Real-time payment tracking and reporting
Automatic reminders for overdue invoices
Integration with existing accounting software
User-friendly interface for easy navigation
Potential Use Cases and Benefits
Increase efficiency by reducing time spent on billing tasks
Enhance cash flow management with timely payment alerts
Provide clear, professional invoices that improve client relationships
Easily generate reports for better financial analysis
Facilitate smooth collaboration with team members through shared access
The Choose Chart Invoice feature directly addresses common invoicing challenges. It simplifies the tracking of payments, reduces errors, and frees up valuable time that you can dedicate to growing your business. Say goodbye to the hassle of managing invoices manually and embrace a solution designed to fit your workflow.
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How do you keep up with invoices?
Keep the process current and updated. ...
Keep files in chronological order. ...
Organize invoices with spreadsheets. ...
Organize invoices with invoice book. ...
Use invoice software. ...
Invoice scanners. ...
Use the cloud for storage and sharing.
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 do I prepare an invoice?
Personalize and make your invoice professional. To begin, choose a color that best represents your brand and upload your brand's logo. ...
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.
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 the purpose of an invoice document?
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.
What is the process of invoicing?
Invoice processing is the entire process your company's accounts payable uses to handle supplier invoices. It starts when you receive an invoice and finishes when payment has been made and recorded in the general ledger. ... The invoice must either be scanned or manually entered into your ERP system.
How do you process an invoice in SAP?
Enter manually in Finance. The most obvious way to post an invoice in SAP Finance is to do this manually. ...
Process the Purchase Order. If your company uses Purchase order processing, then you may process the invoice against the previously raised Purchase order. ...
Import Idols. ...
Third-party vendor invoice management software.
What is meant by invoice processing?
Invoice processing involves the handling of incoming invoices from arrival to post. ... The main department that processes invoices is known as accounts payable department. The process involving a supplier invoice is also known as purchase-to-pay.
What are the steps to create an invoice?
Create your invoice make it professional. The first step is to put your invoice together. ...
Clearly mark your invoice. ...
Add company name and information. ...
Write a description of the goods or services you're charging for. ...
Don't forget the dates. ...
Add up the money owed. ...
Mention payment terms.
What are the steps to take before you approve an invoice for payment?
The following are the important steps one should take before approving the payment.1. Refer the Purchase Order issued.2. Refer the Goods Received Note (GRN) for having received goods / service as mentioned in the P. O3. Refer the terms and conditions for making the payment (any credit period)4.
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