​Customer Service View Your Neat Invoice in the Self Service Portal

View Your Neat Invoice in the Self Service Portal

You can now view your Neat account invoices through the Neat Self Service Portal. You can view past and current invoices as well as download a PDF copy of your invoices. Follow the steps below to access your invoices. Open your Neat software or login into the Neat cloud site.

  1. Open your Neat software or login into the Neat Cloud site.   Note:  If you activated your Neat Cloud with a PIN code you will not have an invoice to view until you subscribe to a Neat plan after the PIN expires.

     
  2. Next, click on your name in the upper right of the window – select Account Settings.


     
  3. In Account Settings, look for the Billing and Support box and click Manage Billing.
  4. You will be redirected to the Neat Self Service Portal. Select Invoices from the left.

  5. You will be able to view or download your invoices by clicking the Download/View button to the right of the invoice you select.

  6. Your invoice will open in a separate tab and can be downloaded as a PDF file.


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