Skip to main content

Creating Invoices

Atlas generates professional invoices from approved time entries (WIP) or fixed-fee engagements.

Invoice Creation Methods​

From WIP (Time-Based)​

  1. Navigate to Billing → Invoices
  2. Click + New Invoice
  3. Select the Entity
  4. Atlas shows all approved, uninvoiced time entries for that entity
  5. Select entries to include (or select all)
  6. Review the line items:
    • Service description
    • Hours
    • Rate
    • Amount
  7. Optionally adjust amounts or add manual line items
  8. Click Create Invoice

From Engagement (Fixed Fee)​

  1. Open the entity → Engagements tab
  2. Click Generate Invoice on a fixed-fee engagement
  3. The invoice is pre-filled with the engagement's fee schedule

Manual Invoice​

  1. Click + New Invoice
  2. Select the entity
  3. Add manual line items with descriptions and amounts
  4. Click Create

Invoice Fields​

FieldDescription
Invoice NumberAuto-generated (e.g. INV-2026-00042)
EntityClient being invoiced
DateInvoice date
Due DatePayment deadline (based on payment terms)
Line ItemsServices, hours, rates, amounts
SubtotalSum of line items
VATCalculated if VAT-registered (default 15%)
TotalSubtotal + VAT
NotesAdditional notes or payment instructions
Bank DetailsPractice banking details (from settings)

Invoice Preview​

Before sending, you can preview the invoice as it will appear to the client — a professional PDF with:

  • Practice logo and details
  • Client entity details
  • Itemised line items
  • VAT breakdown
  • Payment instructions and banking details

Sending an Invoice​

  1. Open the invoice
  2. Click Send
  3. Choose delivery method:
    • Email — sent directly to the entity's email
    • Download PDF — save locally to send manually
  4. The invoice status changes to Sent

Next Steps​