145 results found
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Notes or description section on Invoice
It is critical we have an area on the invoice/bill for us to be able to add comments or notes for the customer to be able to see.
Also adding the same notes feature to products, so that when a product is invoiced for, ect new equipment, that the customer can see a detailed description of the product they are being invoiced for.
37 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! -
Better filtering within billing
Ability to filter through customers/contracts with billing section of Atera.
2 votes -
Custom Contract Types
The ability to add custom contract types for different reoccurring billing that needs to be generated when creating batch invoicing.
2 votes -
Add More Payment Type
I would like to request more payment type for Atera Subscription which will be allowed to pay by transfer etc. due to there is no credit card for our company
29 votesCongratulations on helping shape Atera! The feature you requested is currently being considered for development. Please be patient as the process can take a while or even stall to make way for other features. We’ll update you once it’s been implemented and released!
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Ability to charge customers through Atera
We'd like to know if you would like the option to charge your customers through Atera.
If so, would it be for recurring or one-time payments?
Which payment method would you prefer- credit card, Paypal, ACH, SEPA etc. and why?13 votes -
There is a strong need for Microsoft CSP billing
We are a tier 1 Microsoft CSP partner. We need a solid solution for billing that works with the Microsoft 365 and Azure subscription processes in order to allow for proper billing
18 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!
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billing
Being able to bill for ticket time entries that are marked as billable and the ticket is in OPEN, CLOSED OR RESOLVED status. What we would like is to be able to complete invoicing for customers for a period of time rather than for closed/resolved tickets. Our organisation invoices for a quarterly period for all services that been completed during that period, however the issue that we currently find with Atera is that a lot of the tickets that we want to bill for fall across multiple quarters and are in open status, which means we can't pull the billing…
3 votes -
Integration with Visma Yuki
integration with Visma Yuki
1 vote -
Billing of recurring monthly/annual items (not contracts)
Recurring item billing
Our current helpdesk allows us to log/schedule recurring items (Microsoft 365 licenses, domain name renewals, backup plans, etc) either monthly or annually and bill monthly via quickbooks online sync.
54 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!
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Change Atera invoice number before creating invoices
We would like to set the next invoice number before creating the invoices, this would let Atera work with other systems aswell so when we import invoices into other system we do not have to change the invoice number because it is already set to the right one.
27 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!
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Billing Page- Sort by Column
Under the billing page, to be able to sort by column
4 votes -
Billing Integration for Israel
I live and work Israel.
I would love to use the Billing feature inside Atera but it's not recognized by the Israeli tax authority.
I use Green Invoice as my billing platform for all local (Israel) and global clients.
Are there any plans to allow Billing integration for billing platforms in Israel?
1 vote -
Work order & Estimates
Would love the option to be able to submit estimates and work orders in the billing section much like invoices. This would also connect to products and services for easy find/insert keeping end users from having to go outside of the Atera app.
8 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!
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Ability to Change Contracts/SLAs in Bulk
Ability to change the contract or SLAs on all customers in bulk
4 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!
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exactonline
Hi
exactonline.nl is a populair accounting software in NL2 votes -
Sent Email tracking
For Batch billing, having some way to identify if you have sent an Invoice via email would be useful. Right now I have to track separately each invoice number that I have emailed as I email them.
1 vote -
Contrat Libre - Free Contrat
Have the ability to create a contract with a free amount without having to set a rate. This makes it possible to create specific contracts and free prices according to the customers without having to add an additional line of contract.
1 vote -
Billing Batch Show Tickets
A billing batch may show XX tickets, but there's no way to see what XX tickets these are unless you bill it. If you jump over to the timesheet report there's no easy way to get the exact tickets and time totals. There should be be an easy way to check unbilled tickets before the batch is finalized.
13 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!
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11 votes
Nice! 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!
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For "click to pay" from email, credit card processing
Stripe Integration
22 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!
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