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Unclear as to whether or not I can save multiple versions of the fillable form for future editing, which I assume, but it's not intuitive, otherwise I would have rated 5.
2015-05-05
Used PDF filler to help with guardianship papers for our grandson. Paid over $500 for help in 2010. PDF filler saved money and most important, time by being able to fill them at home and not the legal library.
2019-02-02
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I like the fact that you can upload any document and make the necessary changes.
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I dislike that you sometimes it freezes and doesn't allow you to upload quickly.
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I have not had many problems . I enjoy I can easily stamp a signature on forms and send them out quickly.
I like the fact that you can upload any document and make the necessary changes.
What do you dislike?
I dislike that you sometimes it freezes and doesn't allow you to upload quickly.
What problems are you solving with the product? What benefits have you realized?
I have not had many problems . I enjoy I can easily stamp a signature on forms and send them out quickly.
2019-01-28
What do you like best?
Great tool for creating templates, saves time and money.
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I have not experienced any problems with using this product. It works as anticipated.
Recommendations to others considering the product:
Excellent tool for my small business
What problems are you solving with the product? What benefits have you realized?
Saving $$$ by not having to purchase forms
Great tool for creating templates, saves time and money.
What do you dislike?
I have not experienced any problems with using this product. It works as anticipated.
Recommendations to others considering the product:
Excellent tool for my small business
What problems are you solving with the product? What benefits have you realized?
Saving $$$ by not having to purchase forms
2019-05-28
Its easy to use
Its easy to use, and has so many options.Affordable and does everything i could want. Perfect for my shop. I'm extremely happy with this program!
2019-10-12
Perfect Software for Small Business
I use this software for my home inspection business to create required insurance reports and include images. It allows me to upload the required insurance form, edit it and add images for the required mitigation and four-point inspection reports. I love that I am able to save my reports, reuse them by editing as needed and organize them in the straightforward filing system.
Excellent value for all of the features offered. Easy to use and manage organization. Love the FAX feature, signature, editing and capacity to upload images.
Flash feature for uploading images. Settings have to be set and sometimes reset themselves. I use this feature everytime and sometimes the software freezes.
2019-09-19
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2019-09-18
The go-to for creating useful PDF files
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Customer service is not the fastest and sometimes I have a question that needs to be resolved that day. I read online that it depends on the plan you have purchased and I don't think that is the best way to treat your customers.
2019-08-15
Useful form creation and library tools
Makes confirming client changes and work ideas more fluid with notifications of form signing. Wide tool set and excellent selection of preexisting forms.
So many forms and flexibility to edit and create and cross share forms with clients, and the addition of the iOS app makes for a great always on solution and current information.
Price is ok, for single users but for larger firms it may be a consideration. So far no other issues
2018-12-12
Append Line Invoice Feature
The Append Line Invoice feature enhances your invoicing process by allowing you to easily add detailed line items to your invoices. This functionality is designed to streamline your billing and improve clarity for your clients.
Key Features
Add multiple line items seamlessly to an existing invoice.
Edit line item descriptions, quantities, and prices quickly.
View and manage line items in a clear, organized format.
Use Cases and Benefits
Ideal for businesses that bill clients for multiple services or products.
Useful for freelancers tracking various tasks or projects on one invoice.
Helps maintain accurate records for accounting and tax purposes.
This feature effectively solves the common problem of maintaining clarity and detail in invoices. By allowing you to append additional line items, you ensure that your clients receive comprehensive and transparent billing. This reduces confusion, promotes trust, and enhances your professionalism. Ultimately, the Append Line Invoice feature saves you time and simplifies your invoicing process.
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What is a line item on an invoice?
The term line item refers to any service or product added to an invoice, along with any quantities, rates, and prices that pertain to them. ... Sometimes, you'll have certain line items that you use frequently when you create invoices. To cut down on prep time, save your line items for future use.
What is a separate line item?
A unit of information in a document, record, or statement, shown on a separate line of its own. Line items often refer to a budget element that is separately identified.
What is a line item expense?
Noun. Line item (plural line items) An item appearing on a single line in any schedule of information. (accounting) An item of revenue or expenditure in a budget or other financial statement or report. (government) A budget appropriation.
What are order line items?
An order line represents a part of an order on a bill. An order line can be made up of one item or multiples of an item. The number displayed next to the order line is the total price for that order line. It includes all customizations, discounts, and other price modifications made to the order line.
What are below the line items in accounting?
Definition: The line generally refers to gross profit. Above that line on the income statement, typically, are sales and COGS (cost of goods sold) or COS (cost of sales or cost of services). Below the line are operating expenses, interest, and taxes.
What does unit mean on an invoice?
Unit Price: This is the price you charge per unit of goods or services (e.g. £4.70 per kilogram or £40 per hour) Line Total: The total amount for the invoice line automatically calculated as Quantity multiplied by Unit Price.
What information does the terms section of an invoice provide?
An invoice typically contains contact information for the seller or service provider in case there is an error relating to the billing. Payment terms may be outlined on the invoice, as well as the information relating to any discounts, early payment details or finance charges assessed for late payments.
What an invoice should include?
Invoices — what they must include Your invoice must include: ... 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)
Why is it called an invoice?
Payment terms indicate the maximum amount of time that a buyer has to pay for the goods and/or services that they have purchased from the seller. An invoice indicates that a buyer owes money to a seller. Therefore, from a seller's point of view, an invoice for the sale of goods and/or service is called a sales invoice.
What does Bill to mean on an invoice?
The person or company listed on an invoice or some other demand for payment as the party responsible for paying for a good or service. The bill-to party is often, but not always, the buyer of the good or service.
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