Atto

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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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