145 results found
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Please improve Block Hours
Most of the ideas posted related to Block Hours are GREAT ideas. Our company sells a LOT of block hours. As it stands Atera does not do a good job with this type of contract. When hours run out, you need to give us ability to PREVENT techs from using that contract which otherwise runs up the bill that will be a surprise for everyone. Also, some clients buy huge blocks of hours on-demand. When they run out or need budget money to spend, they buy more. You need a simple report/invoice that shows Beginning Balance, additions, subtractions, Ending Balance.…
4 votes -
Option for invoice batches to generate one invoice per ticket
Currently when generating an invoice batch, it puts all the tickets for said customer on one invoice. I would like to be able run an invoice batch for a customer and have one ticket per invoice.
It would also be nice to have a “top comment” or way to mark a reply in a ticket to show up on an invoice. Some customers like seeing what an invoice was for without having to look in the ticketing system.1 vote -
Billing internationalization.
It would be good to be able to set prices in USD for the products and services but on the invoices to be able to set the prices in local currency (settings on the customer page)
1 vote -
rechnung und Fakturierung] Abrechnung - leere Rechnungen
- Why are periods displayed in the billing even though there are no tickets or time entries?!
Let's assume that's the only way. Although it's wrong because there is no distinction between zero - nothing to charge (time entry: 1 hour, but no charge) or no ticket and time entry at all.
- Why is an invoice created in the second step and even exported? With nothing in it. Because there were no tickets for billing in this billing period.
At the latest in point 2 it is an error because empty invoices are created and exported
1 vote -
Assign a start date for amended rates
It would be helpful to be able to select a date to start using an amended billing rate from i.e. we have increased our rates from 01.07.22 therefore from this date the new rate will be applied and prior to that date the old rate will be applied
1 vote -
Accounting
How about an integration with Freshbooks?
8 votes -
Memo or Comment line in invoicing
Add the capability for a memo line or comment line in the invoice details.
Multiple lines would be best.1 vote -
Wire Transfer
Easier options for wire transfer. Can't add all atera's annual subscription on my credit card.
1 vote -
Please make the font size adjustable on invoices
Please make the font size adjustable on invoices
1 vote -
Square Payment Terminal Integration
Would be helpful to have Square integration for payments on our terminal system, there are third-party apps that can integrate the 2, so it should be a service built in by Atera!
1 vote -
Automate Billing
PSA: automate all of our 365 billable customers, our back up. Nice for Atera to bill that automatically every month. Keeps up with the # of subscription as we change that
2 votes -
Administrative licensing
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?21 votes -
Atera Invoice Details
Wants the invoice to have more information such as the following: https://www.economie.gouv.fr/cedef/facture-mentions-obligatoires
3 votes -
Products Linked to Tickets On invoice
Products on invoices need to be linked to the ticket somehow. At the moment all the products for a cycle just get added to an invoice. However that means that I need to look through all the tickets in the cycle to find the product that I've added if I need to modify it.
3 votes -
Discount ability on Contracts
Standard contracts are often used at MSPs, with standard rates. But the ability to differantiate the prising for varies sizes of customers via discount is important. It would ease the administration of a huge amount of custom rates. The customer think it is important to be able to see the discount on the invoice.
The discount could be a persentage as with "Products & Expenses"
5 votes -
time zone
I need to be able to do billing as soon as I complete a ticket in some instances, but I complete a ticket prior to my noon (12 pm) I am not able to see the ticket in the billing section. I can only put this down to TIME ZONE Differences. Same thing with all of my contracts, I have to wait until mid-day of the day they are due as they will not populate until then. This is supper annoying and needs to rectified immediately.
1 vote -
block contract rollover
I would like the block contract rollover to only rollover hours for the last month rather than from the start of the contract. When I run a block contract report the hours for one that has been for 2 years have kept accumulating for the 2 year period which is not feasible at all.
1 vote -
Deduct time from time entry
On the time entry screen, it would be helpful to have the option to deduct time from a time entry. When technicians are working on a single ticket all day (like an onboarding or on-site issue), they need to be able to deduct their 30 minute lunch or time that they worked on another ticket while still accurately marking the time that they started and stopped that day. So if a technician is on-site from 8:30AM-5PM and took a 30 minute lunch and had a 20 minute phone call for another ticket, they could mark their time entry as 8:30AM-5PM,…
8 votes -
proforma
In add to i nvoice is useful to add proforma for customer.
1 vote -
TAX on billing update
To be able to have a section on the invoice where example;
Total for a item to be able to extract the 10% tax so on the right hand of the invoice will show we charged $100 for a item and the system will auto show on the right the amount in tax and not without us having to do the total part of the invoice and gets added on top.
1 vote
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