Getting Starting with Neat Invoicing

NOTICE: As of October 31, 2023, Neat will no longer process online payments through the invoicing feature. This means that credit card and bank ACH payments will cease to function in your invoices. You will still have the ability to manually record payments in Neat but you won't be able to accept any online payments through invoices created and sent from Neat.

This is a result of our third-party payment processor terminating their service as of December 31, 2023. They are expected to make an announcement regarding future payment processing options at a later date.

Neat is ceasing payment processing at the end of October in order to allow time to resolve any pending payment issues before December 31, 2023.

In this video, we will take a quick look at how to get started with invoicing in Neat. We’ll take a look at the Bill My Customers section and review the 5 main steps you should complete to get started with invoicing.
Neat Tip: Start playing the video, then open the video in full screen and click Esc, to view the video in a bigger window.
For information on collecting both manual and automated payments, I recommend checking out this Invoicing Payments Help Center article next!

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