145 results found
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Would like to be able to add our own banking information on the invoice
To be able to add our payment type example bank transfer and display our account information on the invoice.
This is very important for use.
Also to be able to change or start from a specfic invoice number instead of starting with 16 votes -
Billing in GBP currency rather than USD
I would like Atera billing to be charged in pounds rather than dollars. I get charged a fee from the bank every month which adds up to a fair amount over a year period.
2 votes -
2 votes
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Invoice Should Display Full Customer Address
When you create a customer you fill in fields for Address, City, State, and Zip.
When you create an invoice it only pulls in the Address field, leaving out the City, State, and Zip.
This makes for an incomplete address on the invoice and looks unprofessional. The invoice template needs to be updated to include the full customer address.
4 votes -
Invoice tickets per month
Invoice tickets according to the hour’s work during the month and not just based on the status resolved or closed. Some tickets may take a couple of months to be resolved, but we need to bill our clients per month on the hours already worked.
4 votes -
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
2 votes -
Select custom dates for billing batch
We would like to have the ability to select the billing period when creating invoice batches. Currently, it automatically selects the unbilled period.
6 votes -
Expenses report in Billing ticket report
Would like to run a report of tickets that have expenses.
2 votes -
Settlement, New batch of invoices
When calling "new batch of invoices", do not start the search directly ("up to 2 minutes"). Waste of the employee's time. Parameters have to be set and searched again each time.
You can save yourself the time!1 vote -
Block Hour contract ends when there are no more hours
Block Hour Contract ends when there are no more hours
6 votes -
Export invoice batch to PDF
Export invoice batch to PDF. Now we have to open each invoice and select 'create PDF'. We want to select multiple invoices at one and export to PDF. Or trough Export invoices screen.
4 votes -
Dual tax
We have two taxes, and they must be displayed separately. I want to be able to customise my Invoices and other documents, I want them in French or in English depending on the preference of the customer.
4 votes -
Ability to bill time entries rather than entire ticket
Bill time entries rather than tickets: Be better if we could say: billed tickets that have not been closed and then we could bill to date. Whether the time entries has been billed or not. Being able to flag which ones have been built. Has it been invoiced yes or no. You will bill the time entries and not the ticket. You want to link the billing to the time entries and not the ticket.
25 votes -
Add bank account information on invoice
Banking detail on the invoice. For ex: account number so the client knows where to send payment
8 votes -
Ability to bill tickets when they're not closed
Being able to bill a ticket when close = there might be a ticket that we leave open “certificate is about to expire” we will then come back to it in a year’s time with the details open so we can just roll it over. We don’t need to action for another 12 months. We leave it it open. We have holiday projects. That tickets sometimes have some additional work required. When that next term starts and it falls in the next billing period.
1 vote -
billing export with more informations
When exporting invoices, the billing period should also be exported. You can see this on the screen/imdashboard. It is essential for further processing.
5 votes -
The ability to import technician timesheets into QuickBooks and allow editing the fields.
Have the ability to customize the technician time/ticket entries in Atera and export that information directly into QuickBooks.
5 votes -
There needs to be INVOICE NUMBERS on Tickets when the tickets have been billed.
A double check needs to put on the tickets. I have now had at least three tickets that for some reason have no invoices attached to them and trying to double check against things is a NIGHTMARE. Once a ticket has had an invoice made against it, there needs to be some sort of way of looking at the ticket and knowing there is an invoice made against it.
11 votes -
Ability to change invoice number to match external systems.
We would like the ability to be able to change invoice numbers to match them up with our external billing system.
16 votes -
Per Technician Cost Field
We have a lot of Monthly MSP contracts and need to track our profitability on every hour a technician spends on a task. Therefore, there should be a field for each Technician cost per hour so that we can compare to the billable rate. This is also good for 1099 Technician Management. I would also add that the ability to add a work role or type would help because a tech might have to perform an onsite or remote task. In addition, their work type (SQL DBA vs Project Manager) might have a different cost and billing structure.
7 votes
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