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Invoices and Payments in Atlas

Invoices and Payments in Atlas

Creating an Invoice

  1. Go to the Invoice menu
  2. Click + New Invoice
  3. Select a customer and add items
  4. 11% VAT is calculated automatically
  5. Click Save or Send directly

Recording a Payment

  1. Open the invoice you want to record
  2. Click Record Payment
  3. Enter the amount, date, and payment method
  4. A journal entry is automatically created (Debit: Bank, Credit: Receivables)

Partial Payments

Atlas supports installment payments. The remaining balance is automatically updated.

Aging Report

View receivables approaching or past due:

  • 0-30 days
  • 31-60 days
  • 61-90 days
  • > 90 days

Access it from the Dashboard under Receivables Aging.

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