Quote once
Turn an accepted quote into one invoice while keeping the original record.
Invoicing software for UK limited companies
Create professional documents, keep customer records together and see what has been paid. NeatBeans gives UK limited companies one tidy invoicing routine.
Invoicing
Quotes, invoices and payments, without the paper chase.
- Branded quotes and invoices
- Quote-to-invoice conversion without duplicates
- Partial payments and outstanding balances
Payment records, kept clear
Record the money your customer has paid, including part payments. NeatBeans tracks the balance; it does not collect payments automatically.
In your working day
From the first quote to the final payment.
Your sales records stay joined up, so you can answer the important questions without hunting through old files.
Track every payment
Record full or partial payments and keep the remaining balance clear.
Know your customers
Reuse customer details across quotes and invoices instead of typing them again.
Good questions deserve straight answers.
A clear idea of what to expect, before you make yourself at home.
Can I use my own logo?
Yes. Add your company logo and accent colour so customer documents feel like yours.
Can a quote become an invoice?
Yes. An accepted quote converts into an invoice without creating duplicate sales records.
Does NeatBeans collect payments?
No. You record payments received, including partial payments, against the invoice.
Can customers view documents without an account?
Yes. Emailed documents use a protected viewing link, so your customer does not need a NeatBeans login.