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Simple and versatile. Since it is new "technology" for me, I must use it with some guidance to understand all its utility, so the tutorials that are included will be handy without having to go to school to learn it.
2018-04-22
I have yet to use the on-line features. Still deciding if I want HIPPA files out there. I don't know where your servers are located, but if they are outside of the US then I'm concerned about where and what the privacy laws of the "domain" country are. I ran into this issue years ago setting up some legal files. All servers were required to be located within the US.
2019-04-17
It had some really great features but not as easy to maneuver through as I thought it might be. Was expensive with no other option for a company that does not need it that much.
2019-05-02
It made a nice document. The only thing that is challenging is that you have to go line by line instead of having an option to change more than one line.
2020-02-01
What do you like best?
I am able to fill out forms that I would otherwise have to handfill
What do you dislike?
Sometimes, it does not recognize cells for letters
Recommendations to others considering the product:
Use it to fill forms as an alternative to handwriting
What problems are you solving with the product? What benefits have you realized?
I fill out all the tax returns I do using this tool.
I am able to fill out forms that I would otherwise have to handfill
What do you dislike?
Sometimes, it does not recognize cells for letters
Recommendations to others considering the product:
Use it to fill forms as an alternative to handwriting
What problems are you solving with the product? What benefits have you realized?
I fill out all the tax returns I do using this tool.
2019-10-07
pdfFiller came through for me in a…
pdfFiller came through for me in a business deal that was time sensitive. As a first time user, I was able to navigate this user freindly site and meet my deadline. Recommended!
2022-05-04
Subscription Help Review
I needed some assistance with my subscription and Kara was wonderful at understanding my needs and offering a suitable solution!
2022-01-05
pdfFiller is an easy-to-navigate…
pdfFiller is an easy-to-navigate one-stop shop for all things pdf. Excellent customer support and good trial period.Only thing I'd wish for is a proper redactment feature
2020-10-15
Great website!!
So far I love this service! Only had some tech issues yesterday and they were addressed quick by your tech support. I love the layout, it's very easy to navigate, and the editing options on the top bar also make it super easy to check, sign, and type just about anywhere in the document. I love it!
2020-05-05
Upgrade Name Invoice Feature
The Upgrade Name Invoice feature enhances your invoicing process, providing clarity and convenience for both you and your clients. This user-friendly tool helps you manage invoices with ease, ensuring every detail is accurate and accessible.
Key Features
Customizable invoice templates to fit your branding
Automated calculations to reduce errors
Easy tracking of payment statuses
Integration with popular payment gateways
Detailed reporting on past invoices
Potential Use Cases and Benefits
Freelancers can streamline invoicing for multiple clients
Small businesses can improve cash flow management
Service providers can enhance client relationships through clear communication
Consultants can maintain professionalism with branded invoices
E-commerce businesses can automate billing processes
By using the Upgrade Name Invoice feature, you can solve common invoicing issues such as miscommunication and late payments. This tool ensures that your invoices are clear and consistent, making it easier for your clients to understand and pay on time. Ultimately, you gain peace of mind and improve your overall financial management.
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
Can you change the name on an invoice?
You have not specifically said how you actually change the customer name, but if I understand correctly, you should be able to change the customer name in the customer ledger and then look up the invoice and reprint the invoice. It will warn you the customer name is changed, but it will still allow you to reprint.
Can an invoice be changed?
Changing invoices that have already been issued If you would like to change the original amount issued on the invoice to either higher or lower, you will need to issue a credit note. Instead, you can simply create a new invoice with the corrected information, and send the new bill to your customer.
Is changing an invoice illegal?
It's not illegal, per se, to amend an invoice that you've raised, but it is covering your back as it could invite litigation if you amend your own version of it without cancelling the original version — in particular if the customer has actually paid against the original.
What happens if an invoice is incorrect?
If an incorrect invoice has been sent, the business must issue a cancellation invoice with its own, new invoice number. This will include a negative invoice amount, as well as the original invoice number and the date it was issued. Then, a correct invoice can be raised with a different invoice number.
Is it legal to change an invoice Australia?
While the prices on a pro forma invoice can change at any time, a commercial invoice is legally binding. If you issue one of these, you can't change the price until the invoice has expired.
Can an invoice be amended?
Generally, it is legal to amend an invoice that is missing information or includes an error. However, you should never delete an invoice if this happens. It is important for auditing reasons that you hold onto records, even if they are incomplete or incorrect.
Can a tax invoice be amended?
The revised invoice can only be issued with respect to any invoice issued by the supplier, whereas in case of supplementary invoice, it can only be issued to make good any deficiency in an already issued original tax invoice. A registered taxable person can only issue revised invoices to a registered taxable person.
How do you revise an invoice?
Adjust the date of the revised invoice. Format any changes to the original invoice as needed based on unit cost and tax pricing. Complete the revisions within the invoice and save before printing and closing. Send the client the copy of the revised invoice with an “amended invoice letter” explaining the changes.
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