Neat Smart Organization System - Adding Account Numbers to Invoices

Please Note: Neat Web App now has ALL of the desktop features, and so much more! You can continue to use this desktop application, however, all new features, improvements, and updates will occur in our Neat web application. Click here to learn more!

When you scan or import an Invoice into the Neat Software you can notate the Account Number. To add an Account Number, double click the Invoice to open the edit view. Click in the Account Number field and type in the value.

Once done, click the Save button a the bottom right.



How did we do?

Powered by HelpDocs (opens in a new tab)