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Just started using PDFfiller and found it really very helpful. It saves me a lot of time in filling up billing forms that are being submitted monthly. Thank You!
2015-11-24
I had to cancel my subscription right after I got it (the first time) because we were told not electronic signatures. The customer service person I was connected to was very quick with applying my refund and explained the banks general policies. It ended up there was a mistake, so I'm back. I enjoyed the ease of using the product. I was able to pretty much teach myself how to use it. I do look forward to seeing what the webinar has to offer.
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2020-06-21
Establish Dropdown Invoice Feature
The Establish Dropdown Invoice feature streamlines your invoicing process. It allows users to create invoices efficiently by using a straightforward dropdown menu. With this feature, you can organize your billing in a way that saves time and reduces errors.
Key Features
User-friendly dropdown menu for easy invoice generation
Customizable templates for different business needs
Seamless integration with existing billing software
Real-time tracking of invoice status
Automatic calculations for totals and taxes
Potential Use Cases and Benefits
Ideal for small businesses looking to simplify billing
Helpful for freelancers managing multiple clients
Great for teams needing to keep track of multiple projects
Enhances clarity in financial transactions
Improves cash flow with timely invoicing
Overall, the Establish Dropdown Invoice feature addresses common invoicing challenges. By simplifying the invoice creation process, it allows you to focus more on your business. With this feature, you can reduce the time spent on invoicing. Thus, you can enhance your productivity and maintain a solid financial record.
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
How do I set up 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.
How do I add a drop-down list to an invoice in QuickBooks?
From the Home screen go to the Lists menu.
Select Item List.
Right-click anywhere, then select New.
Select the Type drop-down, then select Discount.
Enter an Item Name/Number and a brief Description.
In the Amount or % field, enter the discount amount or percentage.
Can QuickBooks automatically generate invoices?
Quickbooks allows you to set up recurring invoices for customers your company bills on a regular basis. ... Select “Customer” from the menu at the top of the screen. Choose the “Create Invoices” option. Select the customer you wish to bill from the list.
Can QuickBooks generate invoices?
To create an invoice in QuickBooks Desktop Pro, select Customers| Create Invoices from the Menu Bar. ... Alternatively, you can type the customer information into the Bill To and Ship To fields in the form. If you select a customer from the drop-down, their information automatically appears in the form.
Can you create invoices in QuickBooks?
Launch QuickBooks. Click “Customers” in the main menu bar, and then select “Create Invoices” from the pull-down menu. ... Click the “Customize” drop-down menu and select “Manage Templates” from the options. Click on each template thumbnail in the Template Gallery to preview how it will appear as an invoice.
How do I create a purchase order invoice in QuickBooks?
Click the Plus icon.
Choose Purchase Order.
Enter the necessary information.
On the Item details field, select the items and make sure to add the customer.
Click Save.
Does QuickBooks have invoice templates?
Yes! You can sign up for QuickBooks Online free to access more invoice templates. ... Our free invoice template generator doesn't save any of your data. You can save your customer info and invoice history in QuickBooks Online.
How do you automate invoices in QuickBooks?
Select Gear > Recurring Transactions > New.
For Transaction Type, select Invoice and then click OK.
For Type, select Scheduled.
Select Automatically send emails.
Complete the rest of the form and then click Save template.
Can QuickBooks automatically send invoices?
Click “Edit” on the top menu bar and select “Memorize Invoice.” Choose a name for your invoice and press enter. ... Select the invoices you wish to email individually or click “Select All” to choose all of them. Click “Send Now” to instruct Quickbooks to email your recurring invoices to the customers.
How do I automate in QuickBooks?
Turn on routines in QuickBooks Labs. Select the Gear icon on the Toolbar. ...
Create new routines. Once routines is on, you can start automating tasks using our existing templates. ...
Enable, disable, edit, or delete routines. You can enable, disable, edit, or delete your existing routines. ...
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