Simplify your billing process by creating, sending, and managing invoices directly in Neat.
Use the frequently asked questions below to learn how to set up invoicing, create invoices, manage customers and products, send invoices, record payments, and more.
Click on Bill My Customers in the left-hand navigation, then click Complete Setup. During setup, you’ll configure your invoice settings, including your company information, invoice numbering, invoice reminders, and terms and conditions.
Please Note: You can edit this information at any time from the invoice settings menu.
Enter your company information. You can import your company's logo and enter your company's address and contact information. This information will appear on your invoices. When you're done click Next.
Next, you will set up your invoice numbering. By default, invoice numbers begin with “1” but you can choose a different starting invoice number that more closely matches your current invoice numbers. When you're done, click Next.
Please Note: Letters are not supported for invoice numbering; only numeric values are supported.
Invoice reminders are a simple, yet powerful tool that helps you to reduce time and confusion around email communications with your customers! With invoice reminders, once an invoice is sent, Neat will automatically send email reminders to your customers based on your settings.
Set up invoice reminders by checking or unchecking the available reminder options. You can choose how many days before or after the due date a reminder is sent, and you can add a note to each reminder. When you're done, click Next.
Lastly, you will have the option to set up your terms and conditions. You can add a URL to terms and conditions published on your company's website, or you can enter custom terms and conditions using the custom text box.
Terms & Conditions should outline when you expect payment from your customers, any fees associated with late payments, and the payment methods your business accepts. You can add this information at any time by clicking the gear icon for Bill My Customers Settings.
When you're done, click Next.
Please Note: You may skip adding terms and conditions during the setup process but will need to complete it before you send your first invoice.
Please Note: Currently, only one business can be added in Neat for invoicing.
How do I create an invoice?
From the Bill My Customers section on the left, make sure Invoices is selected from the section above the Invoice grid, which also shows Customers and Products.
Then click Create New Invoice in the upper left above the invoice grid.
Use the Select Customer dropdown to choose your customer if one is already created. You can also create a brand new customer from the dropdown as well and input all of their customer information, including their email address, phone number, billing address, etc.
Under Invoice Date you can change the date. By default it will be set to the current date.
The Terms dropdown allows you to select how soon after the invoice date the payment is due. It defaults to Due upon receipt. The dropdown allows you to select 15, 30, or 60 days from the invoice date and will automatically update in the Payment Date field. Alternately, you can choose Custom and manually select a Payment Date.
The +Product/Service allows you to select your existing products or services, and you can also create a new Product/Service. See
How do I add new products? to learn how to make your products or services available for invoicing.
Upon selecting a product, you can edit the Description, Price, Item Category, and Quantity.
Don't forget to check the Include Tax box if your product or service is taxable. Checking this will add a T after the price in the Amount column, indicating this item will be charged tax.
Optional: Add notes in the Notes field. Your customer will see the notes on the generated invoice.
Optional: Add an attachment to your invoice to provide additional details and supporting documentation. You can attach existing documents in Neat or upload one of these file types: PDF, JPG, TIF, PNG, or BMP. For steps, please see How can I attach a file to my invoice.
When finished, click Save. This will save your invoice as a Draft.
If your items are taxable, set the applicable tax percentage using the tax dropdown
Click Tax to open the Tax dropdown list. Select an existing tax option or click Add Tax.
Enter the Tax Name and Tax %.
Click Save to add your tax. Tax for all items marked as taxable will be totaled in Tax the line below Subtotal.
Adding discounts or fees to your invoice
To add discounts or fees to your invoice, select the +Discount/Fee button.
This will open a popup where you can select whether you wish to Add a discount or Add a fee. Adding an Amount is required to continue but the Description is optional.
Click Save to add your discount or fee.
Adding an attachment to your invoice
Please Note:
To add an attachment when creating an invoice, you must first Save your invoice as a Draft and then Edit the invoice. You can only Edit invoices that are in Draft, Sent, or Past Due status.
You can attach existing documents in Neat or upload one of these file types: PDF, JPG, TIF, PNG, or BMP.
