Billing Policy

Cards Accepted as Payment

For online purchases, we accept Visa, MasterCard, Discover and American Express credit cards. Stored-value cards (i.e., merchant gift cards, or prepaid debit cards) cannot be used for online purchases. To make a purchase using a stored-value card, please call 1-866-632-8732.

Payment Options

Several payment options are available for products ordered from or

Pay now

When the "Pay Now" option is selected, the total amount due for the order is collected when the order is placed. This includes product cost, sales tax if applicable, and shipping & handling fees.

Pay in 30 Days

Your 30-Day Free Trial period begins on the date your order is placed. You will only be charged for shipping & handling at the time of purchase. Exact shipping costs will depend on your selected shipping method, which is chosen on the Checkout screen.

After the trial period, you will be billed in full or in monthly installments depending on what option you chose during checkout.

Signing up for Neat Cloud Service

When you sign-up for a free trial of Neat Cloud Service, you receive 30 days of free Neat Cloud Service access. You will be billed only if you have not canceled your Neat Cloud Service plan within the 30-day cycle. We require that a valid credit card be on file to bill the first payment should you decide to continue using Neat Cloud Service at the end of the free trial period.

Neat Cloud’s Billing Schedule

Neat Cloud Service is a monthly subscription service, and it will be billed one month after your sign-up date. For example, if you sign-up for Neat Cloud Service on July 8th, you will be billed on the 8th of every month thereafter, until you cancel your subscription. For Neat Cloud Service monthly subscriptions, Sales Tax, where applicable, will be charged on each monthly payment once the free trial has expired.

Explanation of Charges for "Pay in 30 Days"

During the checkout process, you will see your order summary, which includes both immediate and deferred charges. Please see below for a detailed explanation of all charges.

Scanning products (NeatDesk or NeatReceipts) payments will be deferred until the 30-Day Trial period has expired.

Additional products such as the travel cases and annual service plans will be charged in full after the 30-Day Trial period has expired.

Sales Tax will be charged in full after the initial 30-Day Trial period has expired.

Shipping and handling will be charged at the time of purchase. If you decide to return the product within the 30 -day trial period, these shipping charges will be returned to you.

Grand Total is the total amount you will be charged, both immediately and in future monthly payments.

Amount Due Today is the amount you will be charged immediately.

Balance Due is the Grand Total, minus the Amount Due Today.

Once your order is complete, you can view your scheduled payments on the My Account page.

In the event you fail to make a required payment on the due date, all remaining payments shall immediately become due and owing. In addition, you will be charged a late fee of $25 per month on any past due amounts owed.

If you would prefer to have the entire balance charged to your card immediately after the trial period, please call our payments department toll-free at 1-866-399-7808.