Atto

Set up Invoicing, manage Customers, create and send invoices, record payments, and track your billing activity in Atto.

Invoicing

Invoicing helps you create professional invoices, send them to your customers, record payments, and keep track of what you’ve collected — all from Atto.

How Invoicing Works

Before creating your first invoice, set up the company information and defaults Atto will use across Invoicing. This helps you create consistent invoices with fewer manual steps.

Set up Invoicing

A Customer represents the person or business you bill. Save their contact and billing information once, then reuse it whenever you create an invoice.

Add and Manage Customers for Invoicing

Learn how Invoicing works, complete the initial account setup, and add the Customers you’ll bill before creating your first invoice.

Getting Started with Invoicing

Create an invoice for a saved Customer or add someone new without leaving the workflow. Before finishing, review the billing details to make sure everything is accurate.

Create and Review an Invoice

Send an invoice to your Customer from Atto or download a PDF copy when you need to save or share it another way.

Send or Download an Invoice

Create invoices for your Customers, check the billing information, and send or download completed invoices.

Creating and Sending Invoices

The Invoicing dashboard gives you an overview of how much you’ve invoiced, collected, and still need to collect for the selected period.

Understand your Invoicing dashboard

Use search and filters to quickly find the invoices that match a specific status, amount, or due-date range.

Search and filter invoices

Open an invoice to review its billing information, current balance, notes, and history of recent actions.

View invoice details and recent activity

Each invoice has a status that shows where it is in the billing and payment process.

Understand invoice statuses

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

Record invoice payments

Void an invoice when it should no longer be payable. Voided invoices are excluded from revenue totals.

Void, revert or delete an invoice

Learn how to find and review invoices, understand their statuses and activity, record full or partial payments, and correct invoices when needed.

Managing Invoices

Add the company information and logo you want to use throughout Invoicing. Keeping these details complete helps your Customers recognize who the invoice is from.

Add your company details and logo to invoices

Manage Invoicing permissions

Choose how Atto numbers new invoices and set the prefix and starting sequence used across your account.

Set up invoice numbering

Set the payment terms, footer note, and tax rate Atto should add when you create a new invoice.

Set default invoice terms and tax

Use Reminder Emails to follow up with Customers automatically before, on, or after an invoice due date.

Set up automatic payment reminders

Customize the information and rules used across Invoicing, including company details, team permissions, invoice numbering, default terms and tax, and payment reminders.

Invoicing Settings

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