Understand payment records and outstanding work.
Review the payment information Atlas supports and how it relates to invoice records.
Payment references disconnected from invoices make follow-up more difficult.
Connected references
Each payment is allocated to the invoices it settles.
Clear outstanding balances
Balances, overdue invoices and receivables reports for follow-up.
Corrections on record
Payments are reversed rather than deleted, so the history stays clear.
How Atlas works
- 1
Open the invoice or customer
- 2
Record the payment and allocate it
- 3
Review what is still outstanding
Recording payments is available today. Atlas does not process card payments or move money.
Included modules and limits depend on your plan. Compare plans or ask us before subscribing.
Clear answers before your next step.
Does Atlas process payments?
No. Atlas records payments you receive by cash, card, bank transfer or cheque. Online payment providers are planned.
Which currencies and fees apply?
Payments are recorded in the invoice currency; Atlas charges no transaction fees because it doesn't process payments.
Features
Understand payment records and outstanding work.
Review the payment information Atlas supports and how it relates to invoice records.