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We're more than just payments. Find out what else Atoa can do.
By Anisha Suvarna and 1 other
• 12 articles

How can Google Reviews help my business with Atoa?

What is the Google Reviews feature? Atoa asks customers to leave a review after they pay, securing more 5-star reviews for your business so it appears higher in search and attracts new customers along the way. We’ll hold low ratings back and show them in your dashboard, so you can respond to customers privately. How do I connect my Atoa account to my Google Business Profile? Just click here for a quick guide on how to connect your Atoa account to your Google Business Profile. Do I need to pay extra for this feature? The Google Reviews feature is exclusive to Growth and Advanced Add-ons users. If you’re not a Growth or Advance Add-on user, simply upgrade from the Basic plan to get the most out of this feature. How soon do 4 and 5-star reviews show on my Google profile? Positive reviews collected on Atoa are usually posted on your Google Business Profile within 1 to 2 days. Can I turn Google Reviews off? You can switch the Google Reviews feature off whenever you like. This doesn’t mean you will cancel your monthly Add-ons. But if you wish to cancel our monthly Growth or Advanced Add-ons, you can always do so, anytime. What happens to low ratings received through Atoa? Reviews rated 4 stars and up are automatically published on your connected Google profile to boost your online reputation. Reviews below 3 stars are stored in your Atoa dashboard so you can fix issues with the customer directly. Can I respond to reviews left through Atoa? You can always reply to customer feedback from your Atoa dashboard. This way, you can interact with your customers and show that you value their opinions. Will my reviews make a difference to my search ranking on Google? Positive reviews can improve your visibility online and help attract new customers. This builds a strong digital presence for your business. What should I do if I encounter issues with the Google reviews feature? If you run into any problems or have questions about using the Google reviews feature, feel free to reach out for support at hello@paywithatoa.co.uk or message us on Live Chat. Is there a limit to the number of reviews I can collect through Atoa? Not at all! The more payments you accept through Atoa, the more reviews you can collect.

Last updated on Jan 13, 2025

How to add and manage employees on Atoa

There are three ways for your employees to be added to your Atoa account. 1. Employees can scan the QR code on the app 2. Employees can scan the back of your in-store QR stand 3. Add employees manually on the Atoa business app or your dashboard Let us take you through each of these processes. 1. Employees can scan the QR code on the app - Go to the Atoa Business app homepage. - Tap the ‘Staff' tab. - Click ‘Add Staff’ and select ‘Show QR Code.’ thumbnail_image - Ask your staff to scan the same QR code.Add employees by scanning the QR code - They will be asked to enter their details. 2. Employees can scan the back of your in-store QR stand - Have your employee scan the back of your QR stand. - They will enter their name, number or email. - The business owner or a supervisor needs to approve the request. 3. Add employees manually on the Atoa business app or your dashboard - Tap the 'Staff' tab. - Select 'Add Staff. - Manually enter the employee's information. - Hit 'Done' and that's it. How to approve employee requests When employees add their details on Atoa, a request will be sent to you for approval. These employee requests will appear on your ‘Staff’ page. Click on the ‘Requests’ tab to accept or decline. Set access levels Choose "cashier" (payments only) or "supervisor" (payments and management). You can also set custom roles with our Add-ons. staff request screen How to delete staff on Atoa? Need to remove a team member? You can do this easily through the Atoa business app or your dashboard. Here’s how: - Select the staff member you want to remove. - Click on the delete icon in the top right corner. - Hit ‘Confirm’ to complete the deletion. And that’s it! Your team is now updated.

Last updated on Oct 30, 2024

How do bulk payment links work?

What is the bulk payment link feature? Atoa's bulk payment link feature helps you save time by sending multiple payment links simultaneously. How do I send bulk payments? - Head over to the Links button on the left of your Atoa dashboard select the Bulk Payments Links tab. - Download the sample Excel template (.xlsx or .csv format) and clear the values in all the columns. This includes, the payment amounts, phone numbers, email IDs, notes, location names, due dates, and reminders. - Replace the dummy data with your the payment details. You can set custom fields as optional or mandatory to match your needs. Either the mobile number or email address must be filled in for each row. - You can also set a future due date and add up to four reminders (in the DD-MM-YYYY format); both fields are optional. - If you have multiple locations, enter each specific name in the location column for accurate payments. For single locations, just use the default option for all location cells. - Go to the bulk payment link section on your dashboard and upload the completed file. The system will process it and check for any errors. - You will get a message if the file has errors or if it is good to go. - In case there are issues—like invalid phone numbers or payment amounts that don’t fit the range—don’t worry! You can download the file again and fix it quickly. - Once everything looks good, send out the payment links. - You can track payment statuses and send reminders for any pending payments right from the Atoa Dashboard. Remember, you can send a maximum of 100 payment links at a time. FAQs What if I need to send more than 100 messages at once? If you need to increase the limit, you can contact our support team. We will process your file and send payment links to all the phone numbers you’ve provided by SMS. Is this feature available on the Basic plan? You can access this feature by upgrading to our Advanced Add-on. Find out about the other features you can unlock with this plan on our pricing page. What does the Excel template include? The template includes sample details to guide you. It includes columns for payment link amount, mobile number, notes (options), and location name. What are the benefits of this feature? Time-saving: Say goodbye to the hassle of creating individual links for each transaction. More time for what really matters. Customisations: Set up flexible custom fields to fit your business needs perfectly. Improved tracking: Enjoy better management and reconciliation of payments for a smoother experience.

Last updated on May 09, 2025

How do I connect my Atoa account to my Google Profile?

The Google reviews feature is for Growth or Advance Add-on users. People trust businesses with good reviews—it shows you’re reliable. We’ve made it easy to help you boost your business ratings with our new Google reviews feature. Here’s how to get started: • Head to the ‘Add-ons’ tab on your dashboard. • Select ‘Google reviews.’ • Click on ‘Setup Google reviews.’ • Find your business on the Google tab and click ‘Confirm Location’ to connect your account to Atoa. If you have multiple locations, just switch the location in your Atoa account to connect it to its unique Google Business Profile. • Hit ‘Get started’ and that’s it. How do I connect my Google account with Atoa to reply and manage my reviews in real-time? To manage your reviews effectively, you have to first give Atoa access to your Google Business Profile. Here’s how you can do that: • On your Google reviews page, click on ‘Authorise Google Account. • Choose ‘Link Google Business Account’ and select the Google account linked to your Google Business Profile (not the one used for Atoa). If they’re the same, just continue with that account. • Give Atoa access by ticking the box and clicking ‘Continue.’ And you’re set. Now, every time someone pays, they’ll be prompted to leave a rating out of 5 and add a comment if they wish. FAQ Do I need to pay extra for this feature? The Google Reviews feature is exclusive to Growth and Advanced Add-ons users. If you’re not a Growth or Advance Add-on user, simply upgrade from the Basic plan to get the most out of this feature.

Last updated on Jan 13, 2025

What is bank feed?

Bank feed lets you connect your business bank accounts to Atoa so you can see your transactions, from Atoa and beyond, all in one place. How does it benefit my business? It helps you save time, reduce manual data entry, and reconcile payments faster by keeping everything up to date automatically. How do I set up my Bank feed on Atoa? 1. Activate the Bank feed - Select Bank feed on your web dashboard from the left-hand menu. - Click Contact sales — this will open an email to hello@paywithatoa.co.uk. The Atoa team will then get in touch to set up the feature for you. Alternatively, you can email us directly at hello@paywithatoa.co.uk to request activation of the Bank feed feature. 2. Add your bank account Once Bank feed is enabled: - Click ‘Add bank account,’ choose to connect an account already linked to Atoa or a new one. You’ll be redirected to a secure authorisation page. 3. Authorise your bank Select your bank and choose one of the two methods below: Option 1: Scan QR code - Scan the QR code using your phone camera - Select the bank account you'd like to connect - Authorise Atoa to access your transaction data - Once connected, your bank feed will display the most recent transactions Option 2: Share link with account holder - Copy the link and send it to the person who owns the bank account - They’ll authorise access through their bank app FAQs My account says it can’t access transaction history. What should I do? This usually means the transaction history permission wasn’t enabled during setup. To fix this: - Reauthorise your account via your bank app - Ensure you tick the box for transaction history access How can I view the feed for a specific bank? On the Bank feed page: - Click on the dropdown titled ‘Filters’ - Select the specific bank you’d like to filter by - You’ll see just that bank’s transactions in the feed. Who can access the bank feed? - Business owners and Admins (an Add-on role) can view the bank feed - To assign view/edit access to staff: - Go to the Staff page - Set permissions for each employee (view-only or manage access) How do I disconnect a bank account? On the Atoa Dashboard (web): - Click on ‘Bank Feed’ in the side menu On the Atoa Business app: - Tap ‘Menu’ > ‘My Account’ Then: - Tap ‘Manage Bank Accounts’ - Click the three dots next to the bank you want to disconnect - Select ‘Disconnect’ - Confirm by clicking ‘Yes, disconnect’

Last updated on Aug 28, 2025

What are partial payments?

Partial payments allow customers to pay an amount less than the full total. This is useful for large transactions or when you want to collect a deposit or advance payment upfront. How do I enable partial payments for a customer? When creating a payment link, tick the checkbox that says ‘Allow partial payment’ just below the amount field. Once enabled, your customer will be able to choose whether to pay the full amount or a partial amount when they open the link. How do I collect the remaining payment? Customers can use the same payment link to make multiple payments until the full amount is paid. However, if they haven’t completed the full payment, you can send them a reminder. Here's how: 1. Go to the Links tab on your menu. 2. Find the payment marked as ‘Partially paid’. 3. Click on it to view a summary of the amount received and the remaining balance. 4. Click ‘Send Reminder’ to resend the link via SMS, email, or WhatsApp. This gives your customer a gentle nudge to complete the payment using the same link. FAQs How do I know which payments have been partially paid? In the Links tab, check the Status column for each payment. If a payment has been partially completed, it will show as ‘Partially paid’. Once the full amount is received, the status will automatically update to ‘Paid’. Is this feature available on the Basic plan? No, partial payments are available with the Advanced Add-on. You can explore more features included in this plan on our pricing page.

Last updated on Jul 18, 2025

What is Recovery AI?

Recovery AI is Atoa’s AI-powered collections assistant that helps you follow up on pending payments—automatically. It makes polite, professional calls to your customers, shares SMS payment links during the call, tracks the outcome, and updates your Atoa dashboard in real time. How does Recovery AI benefit my business? - Increases on-time payment collection - Reduces time spent manually chasing customers - Sends SMS payment links during calls and guides customers through payment - Helps you stay on top of overdue invoices with less admin effort How does it work? You can enable AI follow-up calls in two ways, either in bulk for all customers using a .csv upload or individually while creating payment links. Option 1: Enable AI calls for every customer (bulk upload) Download the template: Get our .csv template and fill in your customer details. This will include the name, phone number, amount due, and due date, email, payment details, notes, and an invoice link. Let AI take over: Once the file is uploaded, Recovery AI will automatically make follow-up calls based on system prompts and any notes you provide. You can test and tweak these notes to match your tone and style. Track outcomes: Call results are shown in real time on your dashboard, including statuses like Paid, Promised to pay, Refused, and more. Option 2: Enable AI calls for individual payment links When creating a one-off payment link in Atoa: - Tick the checkbox for “Remind with an AI call” - AI calls will only be made if the customer’s phone number is included This option gives you flexibility to use Recovery AI only where you need it. When does Recovery AI call customers? Recovery AI makes calls on: - The due date, and - Any reminder dates you've set Note: If a customer requests a callback during an AI call, Recovery AI will automatically call them back on the date they specify. No manual follow-up needed. How do I manage the tone or message used by Recovery AI? By default, Recovery AI speaks in a friendly, professional, and polite manner. To customise what it says: - Go to the Recovery AI page on Atoa - Click on Call settings (top right) - Under Additional context, add notes such as tone of voice, payment plan details, specific instructions, etc. - These notes help the AI tailor its call script while staying within its boundaries. How do I check the outcome of each call? 1. Go to your uploaded customer batch on the Recovery AI page. 2. You’ll see a list of customers with a Status column showing outcomes like: - Paid - Promised to pay - Call not answered - Refused to pay - Voicemail left - Wrong contact - Paid via other means - Callback requested 3. Click on a customer name to view the detailed AI call summary, including what was said and how the customer responded. Can I try a demo of this feature? Yes! You can contact our sales team at hello@paywithatoa.co.uk to request a demo and get help setting it up for your business. Where do I find Recovery AI on Atoa? - Go to Add-ons from the left-hand menu - Click on Recovery AI - From here, you can upload customer details, view call results, and access call settings Need help getting started? Click Contact sales or email us at hello@paywithatoa.co.uk

Last updated on Sep 01, 2025

What is the Invoice feature on Atoa?

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? - Click Invoice in the left-hand menu. - Select Create new invoice. - Enter the invoice details. You can: 1. Select a customer from the dropdown menu or type their name to search. 2. 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. - You can only void invoices that are awaiting payment. - 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.

Last updated on Aug 29, 2025

What is the Products feature about?

Products lets you create and save a list of items you sell. Instead of typing product details each time you create an invoice, you can add them straight from your saved list. This makes invoicing quicker, easier, and more accurate. How will this feature benefit my business? - Save time – no need to re-type product details for every invoice. - Reduce errors – keep product names, prices, and descriptions consistent. - Work smarter – focus on your customers while this feature handles the details. How do I add products on Atoa? - Click Products in the left-hand menu. - Select Add product. - Enter the product name, price, and description. - Choose whether you want to add the product to one store, multiple stores, or all stores. - Click Add product to save it. Once your first product is added, you can keep building your list by clicking New product in the top-right corner. All your products will then appear on the Products page. How do I edit or delete product details? - To edit a product, click the three dots under the Actions tab next to the product and select Edit product. Update any details you need and save. - To delete a product, click the same three dots and select Delete product. You can remove it from one store or across all your stores. How can I use my saved products in invoices? Once you’ve added your products, they’ll be ready to use whenever you create an invoice. Just pick from your saved list instead of typing everything out. Learn how to create invoices with Atoa -> Who can use the Products feature? This feature is available on the Advanced Add-on. If you’re on the Basic plan, you’ll need to upgrade to access it. What if I need help? If you’d like to upgrade to the Advanced Add-on or have questions, our team is always here to help. Email us at hello@paywithatoa.co.uk.

Last updated on Aug 29, 2025

What is the Customers feature all about?

The Customers feature lets you save your customer details in one place so you can track payments and send invoices faster. Why do I need the Customers feature? The Customers feature makes it easier to manage your business relationships by keeping all contact and billing details in one place for quick access. Instead of re-entering information each time, you can auto-fill customer details when creating invoices or payment links, saving you time and reducing errors. Plus, you can send professional, branded receipts that help build trust and present your business in the best light. How does it work? - Click Customers in the left-hand menu - Select Add a customer - Enter the customer details - Click the Add customer button at the bottom to save How do I edit or delete customer details? - To edit a customer: Click the three dots under the Actions tab next to their name, select Edit customer, make your updates, and save. Any upcoming payments will reflect these changes. - To delete a customer: Click the same three dots, choose Delete customer, and confirm. The customer will no longer appear in your customer list. How can I use my saved customers in invoices? When you create an invoice or payment link, Atoa will auto-fill saved customer information so you don’t need to type it in each time. Learn how to create invoices with Atoa → Who can use the Customers feature? This feature is part of the Advanced Add-on. If you’re 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.

Last updated on Aug 29, 2025