Payments

When clients pay invoices, record the payment in Atlas to keep your billing records accurate and your outstanding balance up to date.

Recording a Payment

1. Navigate to Billing → Invoices
2. Find the invoice and click on it
3. Click Record Payment
4. Fill in:

Field	Description
Amount	Payment amount (can be partial)
Date	Date payment was received
Method	EFT, Cash, Credit Card, Debit Order, Other
Reference	Bank reference or payment reference
Notes	Optional notes

5. Click Save Payment

The invoice status updates:

• Partially Paid — if amount is less than the balance
• Paid — if amount equals the full balance

Payment Methods

Method	Description
EFT	Electronic funds transfer (most common in SA)
Cash	Cash payment
Credit Card	Card payment
Debit Order	Recurring debit order
Other	Any other method

Partial Payments

Atlas supports partial payments:

• Record any amount up to the invoice balance
• Multiple partial payments can be recorded against one invoice
• The invoice shows total paid and remaining balance
• Status remains "Partially Paid" until fully settled

Payment History

View all payments for an invoice:

1. Open the invoice
2. The Payments section shows each payment with date, amount, and method

Bank Statement Reconciliation

Atlas includes a Bank Statements module for matching payments to invoices:

1. Upload a bank statement (CSV or OFX)
2. Atlas suggests matches between statement lines and open invoices
3. Confirm matches to auto-record payments

Refunds

To record a refund:

1. Open the invoice
2. Record a payment with a negative amount
3. Or issue a credit note and record the refund separately