Invoices and Payments in Atlas
Invoices and Payments in Atlas
Creating an Invoice
- Go to the Invoice menu
- Click + New Invoice
- Select a customer and add items
- 11% VAT is calculated automatically
- Click Save or Send directly
Recording a Payment
- Open the invoice you want to record
- Click Record Payment
- Enter the amount, date, and payment method
- 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.