KEEP INVOICING AND PURCHASING ORGANISED AND UNDER CONTROL
Finance Management
Manage sales invoices, purchase orders and purchase invoices with Atom. Keep financial records connected to jobs, control purchasing with approval limits and integrate with your accounting software, helping your team reduce administration and maintain clear oversight.
Manage invoices.
Control purchasing.
Keep everything connected.
Book a demo to see Atom in action, then start your free 30-day trial.
MORE THAN JUST INVOICING
Everything you need to manage invoicing and purchasing
Atom brings together sales invoicing, purchase orders and purchase invoicing, giving your team the tools to manage billing and purchasing efficiently. From creating invoices against jobs and scheduling recurring maintenance invoices to controlling purchase approvals and recording supplier costs, Atom helps keep financial administration organised and accessible.
These are just some of the key features available within Atom’s Finance Management tools. With flexible approval controls, supporting documentation and accounting software integration, Atom helps reduce manual administration, maintain accurate records and provide greater visibility across your invoicing and purchasing processes.
Sales Invoicing
Create sales invoices directly from jobs in Atom, keeping billing connected to the work carried out. Include labour, materials and other charges, create part invoices where required and manage invoice records from a dedicated sales invoicing section.
Purchase Order Management
Create purchase orders for materials and services, keeping purchasing information organised and connected to the relevant suppliers and jobs. Maintain clear records of orders and associated costs, giving your team greater visibility and control over purchasing activities.
Purchase Approval Controls
Control purchasing with individual approval limits for employees. Purchase orders within a user's authorised limit can be approved automatically, while higher-value orders are sent to a selected authorised approver. Purchase invoices also require an approver, helping maintain oversight of expenditure.
Purchase Invoicing
Record supplier invoices against approved purchase orders, ensuring every purchase invoice is linked to an authorised order. Scan or upload original supplier invoices, create part invoices when required and maintain supporting records for accurate purchasing administration.
Scheduled Invoicing
Simplify recurring billing for maintenance plans with scheduled invoices. Set the invoicing frequency and amount, then choose whether invoices are automatically sent to customers or created for manual review and sending, giving you flexibility over ongoing billing arrangements.
Accounting Software Integration
Export invoice information from Atom to supported accounting software packages, reducing duplicate data entry and keeping records consistent. Invoices are automatically marked as transferred once exported, while payment status can also be recorded within Atom to help maintain accurate invoice records.
Purchase Invoicing
Record supplier invoices against approved purchase orders, ensuring every purchase invoice is linked to an authorised order. Scan or upload original supplier invoices, create part invoices when required and maintain supporting records for accurate purchasing administration.
Scheduled Invoicing
Simplify recurring billing for maintenance plans with scheduled invoices. Set the invoicing frequency and amount, then choose whether invoices are automatically sent to customers or created for manual review and sending, giving you flexibility over ongoing billing arrangements.
Accounting Software Integration
Export invoice information from Atom to supported accounting software packages, reducing duplicate data entry and keeping records consistent. Invoices are automatically marked as transferred once exported, while payment status can also be recorded within Atom to help maintain accurate invoice records.