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146 results found

  1. Add a flag to remove a device from billing even though the device is active for the customer. Current work around is to create a 2nd customer record and move non billed devices there.

    1 vote

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  2. A lot of vender warrenty contracts are for more than a year. Typically 2, 3, 5 year.
    So it would be great to be able to set a contract period to a flexible number of years.
    When choosing "flexible years" a number field could show up for the number of years wanted.

    2 votes

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  3. Ability to bill for Bitdefender or Webroot directly via atera

    2 votes

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  4. Integrations with Pax8 and Sherweb to pull dynamic company subscriptions for billing.

    I have to manually check both Pax8 and Sherweb for numbers and enter into QBO for invoicing.

    FYI, Syncro is providing this for Pax8, according to the sales guy that keeps calling me to switch.

    15 votes

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  5. Have the ability to add multiple line items each with a quantity for multiple products. For example, billing M365 licenses, the ability to list each license with a quantity.

    2 votes

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  6. 1 vote

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  7. Ability to set a beginning balance or adjust the balance of hours available on a block contract.

    1 vote

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  8. I'd like to have more customisation of ticket fields. At the moment you can only add values to the "status" field. I think it would be a good idea to be able to change the values of each field or at least add new ones (and change their order).

    2 votes

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  9. With separate PSA and RMM solutions, there is cheaper licensing for administrative staff to access and assist with PSA tasks like billing and ticket creation.
    Can we get administrative accounts with limited access for a cheaper cost than the current Atera licensing?

    20 votes

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  10. This is totally open ended. What can we add/improve within invoicing, contracts, billing etc to make your life easier?

    267 votes

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    Under Review  ·  49 comments  ·  Billing  ·  Admin →
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  11. When a contract quantity is changed in mid period, the contract should be billed on next billing batch. The choices could be :
    "Next billing period" - preventing automatic mid period billing, as of today
    "Daily" - Billing from today til next Contract duration date
    "Current month" - Full month invoiced from current month till next Contract duration date.
    "Next month" - Full month invoiced from next month till next Contract duration date.
    It is necessary to keep track of the quantity invoiced on all contracts. Thereby preventing to invoice the same quantity twice.
    The billed quantity should be visible…

    1 vote

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  12. I would love the ability to create Estimates and convert into invoice if customer approves.

    4 votes

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  13. If a customer doesn’t have a contrat, then the technician shouldn’t be able to open a ticket. Would be good to have a pop up that says that there is no contract, or that the contract ended or expired, or no more block hours.

    8 votes

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  14. block of time without an end date that automatically renews when the time is up

    2 votes

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  15. Has the team made progress of adding more options for payment. Net 30, invoicing, and ACH.

    3 votes

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  16. Add link to an invoice: For example, we'd like to attach a link to the invoice that will direct them to a third party where they can enter credit card or bank details to make the payment

    5 votes

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  17. €119,- euro a technician is to expensive for the limitions Atera has.
    For this price there are other alternatives.

    €99,- a month is fine, Subscription for 1 year also fine. but it has to have to option to be payed monthly.

    5 votes

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  18. Need to be able to add different SLAs per contracts.
    Under the same contracts, I sometimes do projects and sometimes just standard tickets and they have different type of SLAs.

    1 vote

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  19. Select more than 6 rates for the retainer contract

    1 vote

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  20. Example: Microsoft 365 Business Basic is Upgraded to Business premium.
    -1 Business basic has to be added, because otherwise the customer would pay to much.

    1 vote

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