Invoicing
Invoices that look like you mean it.
Branded invoices and quotes, recurring templates, and delivery by email or PDF. Built for shops that bill real work — described honestly, including what isn't ready.
Capabilities
What invoicing does
From estimate to invoice to the customer's screen — one chain, one record.
Branded invoice builder
Line items, tax, and your branding on every invoice — delivered as a polished PDF. Sequential numbering keeps the books auditable.
Quotes that convert
Branded estimates with statuses and a token-based public approval page: the customer approves or declines without logging in. Approved quotes convert to invoices in one step. (No e-signature — approval is recorded, not signed.)
Recurring invoice templates
Templates for repeat billing — maintenance plans, retainers, scheduled service. Invoices generate on the schedule your ATLAS host runs; timing follows the host, not a promise.
Refunds that stay honest
Refunds post reversing ledger entries instead of deleting history. The invoice, the payment, and the refund all stay on the record.
Overdue handling
Aging visibility and overdue states keep outstanding invoices in front of the office — without pretending the money moved until it did.
Customer portal view
Customers see their quotes, invoices, and job status through an emailed magic link. They can't pay by card inside the portal yet — that's still in test mode, and we say so here instead of in a support ticket.
Said plainly
About getting paid
Every invoicing vendor wants to say “get paid online.” Here's what ATLAS actually does today.
Invoice delivery works
Email invoices from ATLAS once your host's email (SMTP) is configured, or download branded PDFs and send them however you like. Sequential numbering and overdue tracking are real, working features.
Online card payments don't — yet
Customer card payments through the portal are locked to Stripe test mode in this version. We'd rather you plan around that fact than discover it after switching. When live payments ship, this page will say so. Ask us about the timeline.
Bill the customer with the same system that ran the job.
$250/month plus $5 per active user. Monthly terms, cancel anytime.
Published pricing · Monthly terms · Cancel anytime