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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. 1

    Open the invoice or customer

  2. 2

    Record the payment and allocate it

  3. 3

    Review what is still outstanding

Recording payments and invoice payment links (with your own Stripe or PayPal account) are available today. Money goes straight to your account; Atlas never holds it.

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Clear answers before your next step.

Does Atlas process payments?

Atlas records payments you receive by cash, card, bank transfer or cheque. For online payments you connect your own Stripe or PayPal account: they process the payment, and Atlas records it once they confirm it.

Which currencies and fees apply?

Payments are recorded in the invoice currency. Atlas adds no transaction fees; Stripe or PayPal charge their own fees under your agreement with them. PayPal does not accept every currency (for example AED or SAR).

Understand payment records and outstanding work.

Review the payment information Atlas supports and how it relates to invoice records.