ATOM includes built-in billing tools to help you manage client invoices and payments. With ATOM Pay, you can securely process credit card and e-check transactions without leaving the platform.
This article explains how to:
- Set up ATOM Pay
- Create invoices
- Record payments
- Issue refunds
Step 1: Enable ATOM Pay #
- Navigate to Administration → ATOM Pay Setup.
- Enter the merchant account details provided during onboarding.
- Connect your bank account for deposits.
- Click Save.
Once enabled, you’ll be able to send invoices and accept payments directly in ATOM.
Step 2: Create an Invoice #
- Open the client file.
- Go to Account Information → Transactions.
- Click Add Transaction.
- Select Fee as the transaction type.
- Enter:
- Service description (e.g., Tax Preparation – 2024)
- Amount due
- Due date (optional)
- Click Save.
Step 3: Collect a Payment #
Online Payments #
- From the client file, click Send Invoice.
- The client will receive a secure portal link to pay by card or e-check.
Manual Payments #
- Record cash or check payments directly in the Transactions section.
- Select Payment as the transaction type.
Step 4: Issue a Refund #
- Open the client file and go to Transactions.
- Select the payment you want to refund.
- Click Refund.
- Enter the refund amount and confirm.
Refunds are processed back to the client’s original payment method.
Tips for Success #
Use these best practices to streamline billing:
- Add notes in Account Notes for payment agreements.
- Set up automatic reminders for unpaid invoices.
- Review Reports → Billing Summary for a complete overview of office-wide transactions.
Need Help? #
If you run into issues, contact ATOM Support:
- Portal: Login Here
- Email: atom_software@parse.atomanager.com
- Phone/Text: 517-940-8745