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Do you really want me to tell you what I think about PDFFiller? I am about to jump out of my skin with this program & I just started using it. I have not used hardly any of the features it has! Sending me a follow-up survey is not going to only do one thing? I'll tell the world how excellent this software is!
2015-07-23
The form 1096 is not current in the video shown - it shows 2012 and the number 7 is different for 2016, so would like an explanation of what NEC means. Thought I could use this for 1099 and also 1096 but still need to use IRs forms to send them, so dissapointing. Wondering what I will use this service for - does it allow ALL pdf files that I receive to be opened and edited? If so, then useful. Otherwise, probably short lived for me.Thx
2017-02-13
I like it but wish there was an edit instead of erase and text to change something. There may be but I'm not aware of it so a webinar would be very helpful.
2017-04-25
Its a great tool. I use it and will continue to. The price seems steep but I bought it for a year, so I guess it's in my price range. Still wish it was cheaper. I'll admit I'm a penny puncher though. So I can be a cheap one.
2018-07-09
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2019-05-07
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Such fillable forms usually cost $700 for a year's service. This is less than $150 per year. Easy to use and effective.
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Some of the protocols are cumbersome. For instance, when you want a standard form, it makes you go through a process instead of taking you right to the form.
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Attorney running small practice in which I need fillable California Judicial Council forms
Such fillable forms usually cost $700 for a year's service. This is less than $150 per year. Easy to use and effective.
What do you dislike?
Some of the protocols are cumbersome. For instance, when you want a standard form, it makes you go through a process instead of taking you right to the form.
What problems are you solving with the product? What benefits have you realized?
Attorney running small practice in which I need fillable California Judicial Council forms
2019-01-28
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PDF is helpful software for the Certificates of Insurance and Acord forms need for my business clients. In my experience this software helps me to be able to expedite request from my clients in a timely manner.
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I have not found anything that I did not like in the software at this point.
2019-01-22
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2021-04-07
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I needed to convert a PDF to a Word document and do not have an Adobe subscription. I signed up for the free trial and was able to complete my mission!
2025-02-01
Limit Required Field Invoice Feature
The Limit Required Field Invoice feature helps you streamline your invoicing process. By allowing you to specify mandatory fields for invoice submissions, it ensures that you receive all the necessary information from your clients. This minimizes delays and helps you maintain accurate records, ultimately improving your billing efficiency.
Key Features
Customizable required fields for invoices
Real-time validation of submitted data
User-friendly interface for easy setup
Integration with existing invoicing systems
Support for multiple invoice templates
Potential Use Cases and Benefits
Businesses needing consistent invoicing data
Freelancers managing client billings effectively
Accounting departments aiming to reduce errors
Organizations that require compliance with billing standards
Teams looking for an efficient way to track payment information
By using the Limit Required Field Invoice feature, you solve the problem of incomplete information that often leads to late payments and confusion. With all critical details readily available, you enhance communication with clients, reduce back-and-forth emails, and keep your cash flow steady. Start using this feature today and experience the difference in your invoicing efficiency.
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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.
What if I have more questions?
Contact Support
How do I customize fields in QuickBooks invoice?
Create a new sales form, like an Invoice or Sales Receipt.
Select the Formatting tab and then Customize Data Layout. ...
In the window, select the tab for the section of the form you want to add your custom field to.
Find your custom item field on the list. ...
When you're done, select OK.
How do I add a custom field to an invoice in QuickBooks?
Open an existing sales form or create a new one.
Select the Gear icon at the top of the form (not the Gear menu on the main navigation bar).
In the Custom Fields section, select + Add custom field to add a new field.
How do I add a field to an invoice in QuickBooks?
On the Home page, in the Customers section, click Create Invoices.
In the Create Invoice toolbar, click Customize. ...
Click Customize Data Layout. ...
Click Make a Copy. ...
Select among the Header, Columns, Footer, and Print tabs to access the form settings you want to change.
How do I customize a bill in QuickBooks?
Click the Lists tab at the top menu bar.
Click Templates.
Double-click the template you're using.
Click Additional Customization.
Go to the Header tab.
On the Print column, put a check mark beside Bill To.
Click OK.
How many custom fields can you set up for items in QuickBooks?
The new fields appear on the Additional Info tab. In Pro/Premier, there is a total of 15 custom fields. However, you cannot have more than 7 per category. You can add up to 7 custom fields to your Customer & Job list, Vendors list, or Employee list.
How do I customize a customer list in QuickBooks?
Go to the Reports menu.
Select Customers and Receivables and then Customer Phone List.
Select Customize Report.
On the Display tab, uncheck Main Phone.
Scroll down the column list and check Sales Tax Code.
Go to the Filters tab.
(for QuickBooks for Mac, choose the Filters icon).
How do I change my customer details in QuickBooks?
From the main menu, select Customers.
Choose the customer name to edit.
Select Edit.
Make your changes, then select Done (Android) or Save (iPhone/iPad).
How do I create a customer list in QuickBooks?
Launch QuickBooks. Click “Customer Center” in the main menu to open the customer list. Click to display the customers that you want to include the list. You may need to click the “Customers and Jobs” tab at the top of the screen to view all customers.
How do I add a customer to QuickBooks desktop?
Create a new customer or job. In the Customer Center toolbar at the top of the window, click New Customer & Job. In the drop-down menu, choose New Customer to create a new customer record (Creating a New Customer), or choose To add Multiple Customer:Jobs to add several customers.
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