How to Edit a Proforma Invoice in My NEOSERV

In the My NEOSERV client portal you can adjust proforma invoice items before making a payment. With just a few clicks you can change the renewal period, remove existing services or add new ones, edit payer details and review the updated total amount due.

1. Accessing the Proforma Invoice

Approximately one month before your subscribed service expires, the system automatically generates a proforma invoice for renewal.

Steps to access the proforma invoice:

1. Log in to the My NEOSERV client portal.
2. In the main menu, click Documents.
3. In the document list, find the proforma invoice you want to edit.
4. Click the proforma invoice title.

After clicking, the proforma invoice with all details will be displayed.

2. Editing Services on the Proforma Invoice

After clicking the Edit estimate button located above the invoice preview, the editing interface opens and guides you through two steps: Services and Summary.

1. Services

In this step you can:

• remove an individual service (click the red X icon),
• change the service period (e.g. 1 year, 2 years, 3 years),
• add your other services by clicking Select additional services.

Once you finish editing the proforma invoice items, click Next step.

2. Summary

In this step you can:

• review the payer details or add a new payer,
• review the selected services on the proforma invoice,
• check the total amount due.

After confirming that all proforma invoice items are correct, click Save document.

3. Generating a New Proforma Invoice

After saving, the original proforma invoice is deleted and the system redirects you to the new proforma invoice page.

Here you can:

• download the PDF,
• download the e-invoice,
• edit the document again,
• complete the proforma invoice payment using your preferred payment method.

For additional assistance you can call us at +386 59 335 000 or email us at info@neoserv.com.