Invoicing in the Neat Mobile App

You can now view and work with your invoices in the Neat Mobile App

How do I access my invoices in the mobile application?

  1. Once you have your mobile application launched, toggle over to the Invoicing screen and select Invoices.
  2. After clicking on Invoices, you will see all of your invoices that are you have created in Neat.

Can I create new invoices in the mobile application?

Yes, you can now create invoices on the go within the Neat mobile application.

  1. Follow the above steps to access your Invoices.
  2. Click on the plus (+) symbol in the bottom right corner
  3. You will then be take to a screen where you can configure your invoice.
  4. Can I change the status of an invoice in the mobile application?

    At this time you are not able to change the status of an invoice within the Neat mobile application. To change the status of an invoice, you will have to log into the web application at app.neat.com.

    How can I view and create a customer in the mobile application?

    1. After accessing the invoices home screen, select Customers at the bottom of the screen.
    2. You can then select the plus (+) symbol in the bottom right. From there, you can add all infomration for your new customer and select Save.

    How can I view and create products in the mobile application?

    1. After accessing the invoices home screen, select Products at the bottom of the screen to view all of your products in Neat.
    2. You can then select the plus (+) symbol in the bottom right. From there, you can add all infomration for your new product and select Save.

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