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Record invoice payments

Record a full or partial payment to keep the invoice balance and activity history up to date.

Mark an invoice as Paid

  1. Open the invoice.

  2. Select Update Status.

  3. Select Mark as Paid.

  4. Optionally add the Payment Date.

  5. Optionally select the Payment Method.

  6. Select Mark as Paid.

The invoice status changes to Paid. Any payment details you add are logged in Recent Activity.

Record a partial payment

  1. Open the invoice.

  2. Select Update Status.

  3. Select Partially Paid.

  4. Enter the Amount Paid.

  5. Optionally add the Payment Date.

  6. Optionally select the Payment Method.

  7. Select Record Payment.

The invoice status changes to Partially Paid. Atto updates Total Paid and Total Due automatically.

Payment methods

You can select:

  • Bank Transfer

  • Cash

  • Credit Card

  • Debit Card

  • Check

  • Other


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