145 results found
-
New address line
Unfortunately, the invoice module cannot be used for me:
Almost the complete address is output in one line, which is then cut off because it is far too long.
The information "Federal State" and "State" is not required, the important information "Zip Code" is missing.In order to be able to use the invoice module, I need:
Address1: street - street number
Address2: zip code - cityI wonder why no one has complained about this, isn't that obvious?
2 votes -
Better Billing for Non-MSP Atera Customers
We currently use Atera for in-house support only, not as an MSP, and also have the Bitdefender AV component. We receive two separate bills each month, one for Atera technicians and one for Bitdefender licenses.
We would like to see two improvements:
- Billing with Atera that does not require a credit card (prefer Invoicing)
- Unified billing when using Atera and any other add-ins, such as Bitdefender AV.
Thank You!
2 votes -
Different Prices per Device
It would be nice to have the ability to charge different prices per device. Right now it's $xx per month for PC's for example. However, if I want to charge extra for a computer that is running Windows 10 (not Server OS) for some reason I can't. If that "special" PC is doing something critical but is not a server I can't differentiate it with the monitoring contract.
1 vote -
scheduled invoicing
We would like to automatically send out invoices based on a contract monthly rate, and have it send out every first of the month.
5 votes -
Auto-filled invoices
Auto-populate invoices with all time entries for the given customer during the past month or specific date range.
1 vote -
Acumatica Integration
We would like to see an integration with Acumatica for posting invoices to.
Thanks.1 vote -
Contract
I would love to see a contract builder that looks like this:
Contract Name:
Client Name:
Term:
Billing Cycle: [weekly, monthly, yearly]
Bill base amount: [Enter amount or select Asset/Services List*]
Add Work from Home count? Y/N | Work from Home extended fee per user:
Add Backups Y/N | Backup Rate per instance:
Add Endpoint Security Y/N | Number of Seats: | Price per seat:
Block hours? Y/N
Number of Block hours:
Block hours refresh cycle [Same as Billing, Weekly, Monthly, Yearly]
Charge for billable hours in excess of block hours? Y/N
- Onsite Business hours: $ / [hour, day,…10 votes -
Products within Tickets - Able to input Minus Quantities
We would like to use the Products section within the ticket to run reports at the end of the month to look at quantities of licenses then we can adjust their reoccurring invoice at the end of each month.
3 votes -
Block Contracts Balance Report for ALL customers
Can you add a Block Contracts Balance Report for ALL customers? So we can see with a single report, the balance of all customers at once?
5 votes -
Enable "Additional Rates" on Block Money contract
Enable "Additional Rates" on Block Money contract for those of us that bill our customers multiple discounted rates for pre purchased Blocks of Money. It should be similar to the Additional Rates for Hourly contract type, that allows multiple selections.
4 votes -
Zoho Books
Zoho Books is used worldwide by thousands of companies. I use Zoho Desk for ticket management, but I will be happy to use Atera's full capabilities if there is integration with Zoho Books.
13 votes -
10 votes
-
Limit rollover for Block Hours contracts
Ability to set a limit on the number of hours which can be rolled over for Block Hours contracts. For example, if a customer pays for 10 hours per month, we set a limit of 5 hours to roll over, so the maximum hours they would have available in any given month is 15 hours.
5 votes -
Contracts with a travel costs
We need a travel costs with different possibilities, as a lump sum or charged with time. Preferably stored in the contract so that you can mark this as a checkbox on a ticket.
10 votesNice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
-
Invoice Details
We need the details of the tickets on the invoice, not just a number and price. Unfortunately, the information is only available via a report. It is best to specify each customer ticket as a single item on the invoice.
20 votes -
Add option for discounts on products/services on invoices
Add a line item on invoices to offer additional discounts
3 votes -
Integrating Atera to Autotask PSA
A direct integration of Atera's ticketing system into Autotask PSA
4 votes -
Auto-Calculate amount according to ticket completion time
When a ticket is assigned to a customer with a specific contract, that contract has a rate as well. When a technician sets the time he/she took to complete the ticket, it is less than the amount of time according to the rate. If the rate is $200 per hour, but the ticket only took 24 minutes, can Atera please add a function to then calculate the amount due for the 24 minutes instead of the $200 for a full hour.
3 votes -
Disable renewal notification for deactivated contracts
Ability to disable contract expiration notifications for deactivated contracts. This becomes confusing when a new contract has already been activated to replace the old agreement.
6 votesNice! The feature you requested is being
reviewed by our product team. We’ll keep an
eye on the number of votes, and let you know if
a decision is reached to implement. Thank you
for being a partner in our process! -
Ability to add custom fields to Invoice
Ability to add our own custom fields to invoices so that we can add more information.
34 votesNice! The feature you requested is being reviewed by our product team. We’ll keep an eye on the number of votes, and let you know if a decision is reached to implement. Thank you for being a partner in our process!
- Don't see your idea?