NeatInvoices Streamlines Invoicing and Speeds Payments


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“NeatInvoices makes invoicing so straightforward that it can be done from anywhere. By integrating payments capabilities into invoices, NeatInvoices reduces time to cash from weeks to days with significantly less time spent doing bookkeeping,” said Garrett Baird, President & CEO of The Neat Company.

The Neat Company, a recognized leader in financial data management for small businesses, is now offering an easy-to-use accounts receivable solution designed to help small business owners improve cash flow by streamlining their invoicing process and facilitating digital payments. Available now, NeatInvoices lets users create, send, and manage an unlimited number of invoices from their desktop or mobile device while enabling prompt customer payments via credit/debit cards or bank transfer.

“Healthy cash flow is the lifeblood of any small business, and it requires invoicing and receiving payments as quickly as possible. As a former small business owner, I know there is little time to deal with billing, let alone digitizing these traditionally paper-based processes. Their time is rightfully focused on delivering products and services,” explains Garrett Baird, President & CEO of The Neat Company. “NeatInvoices makes invoicing so straightforward that it can be done from anywhere in minutes. By integrating digital payments capabilities into the invoice, NeatInvoices reduces time to cash from weeks to days with significantly less time spent doing bookkeeping.”

NeatInvoices empowers small businesses to issue customized professional invoices and accept secure online payments. Customers can pay an invoice with just a few taps using online banking credentials or a debit/credit card. Small businesses can see invoice status at a glance and send one-tap payment reminders right from the Neat mobile app. With NeatInvoices, it’s easy for small business owners to know which customers have paid and who may need a nudge.

NeatInvoices streamlines billing by enabling small businesses to:


  •     Quickly create and send invoices from desktop or mobile phone. Simply pick a customer, choose the products or services delivered, check the box for applicable taxes, and hit send. Even customizations such as including discounts or customer-engaging notes are simple.
  •     Establish payment options that are easy for customers to quickly execute—credit/debit card or bank transfer.
  •     Keep it simple. Neat has identified and eliminated the unnecessary clicks and taps that complicate other small business accounting tools. For example, one-tap reminders and automatic matching of payments streamline the customer experience.

With NeatInvoices, small business owners can create and send an unlimited number of branded invoices with no subscription costs. Powered by Neat’s merchant payment provider, WePay (a Chase Company), users only pay standard processing fees when accepting secure payments by credit/debit cards or bank transfers. To learn more about NeatInvoices, please visit: https://www.neat.com/neatinvoices.

About Neat

For more than 20 years, The Neat Company has changed the way small businesses and solopreneurs manage painstaking and paper-intensive bookkeeping, customer payments, and financial record organization. Neat provides cloud-based solutions that hundreds of thousands rely upon to bring financial order to their small businesses. Neat is helping businesses track, manage, and centralize their financial data to be prepared for tax time and stay informed about the health of their business. To learn more, please visit: http://www.neat.com.

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