Create invoices instantly, get paid quickly, and keep your sales organised. With Atoa Invoices, you can send professional, branded invoices in seconds and track payments in real time—all in one place.
How will this feature make things easier for my business?
Invoices save you valuable time by auto-filling customer and product details you’ve already stored in Atoa, so you don’t have to re-enter them each time. You can send branded invoices that look professional and trustworthy, accept partial payments, and always know the exact payment status, whether it’s pending, partially paid, or fully settled. With everything stored in one place, your billing stays organised and easy to manage.
How do I create an invoice?
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Click Invoice in the left-hand menu.
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Select Create new invoice.
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Enter the invoice details. You can:
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Select a customer from the dropdown menu or type their name to search.
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Add products from the Add a product dropdown, or search by product name.
- Once all details are added, click Send invoice to send it directly to your customer.
Tip: If you click Duplicate after filling in an invoice, it will be saved as a draft. Similarly, if you create an invoice but don’t send it, it will automatically be saved under Drafts.
How do I check if an invoice has been paid or is still pending?
On the Invoice page, you’ll see a full list of invoices sent to customers. Under the Status column, you’ll find updates such as: Sent, Overdue, Void, Draft, Partially paid, Paid.
Can I edit the business logo on the invoice?
Yes. Click the pen icon on the top right and upload the logo of your choice.
There’s a mistake on my invoice. Can I void it?
Yes. Click the three dots under the ‘Send invoice’ button, then select Mark as void and confirm.
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You can only void invoices that are awaiting payment.
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Once voided, invoices can’t be reinstated or restored.
Can I add a new product directly to an invoice?
Yes. In the Add a product dropdown, click the option to add a new product. You’ll be able to enter the product name, price, and description, save it, and add it to the invoice instantly.
Can I add a new customer directly to an invoice?
Yes. In the Billing to dropdown, click the icon at the top left of the search bar to add a new customer. Enter their details, save them, and then select the customer from the Billing to menu.
Who can use the Invoice feature?
The Invoice feature is part of the Advanced Add-on. If you’re currently on the Basic plan, you’ll need to upgrade to unlock it.
Need help? Our team is here to support you. If you’d like to upgrade to the Advanced Add-on or have any questions, email us at hello@paywithatoa.co.uk.