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146 results found

  1. 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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  2. Integration with Wave Invoicing and Accounting

    79 votes

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    Under Review  ·  8 comments  ·  Billing  ·  Admin →
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  3. The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.

    74 votes

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    2 comments  ·  Billing  ·  Admin →
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    Under Review  ·  Nir Gilbert responded

    Nice! The feature you requested is being considered for development. 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!

  4. 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.

    53 votes

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    4 comments  ·  Billing  ·  Admin →
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    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!

  5. Ability to add our own custom fields to invoices so that we can add more information.

    33 votes

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    0 comments  ·  Billing  ·  Admin →
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    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! 

  6. 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.

    32 votes

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    2 comments  ·  Billing  ·  Admin →
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    Under Review  ·  Dor N. responded

    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!

  7. 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

    27 votes

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    3 comments  ·  Billing  ·  Admin →
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    Congratulations 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!

  8. 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 votes

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    0 comments  ·  Billing  ·  Admin →
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    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!

  9. 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.

    24 votes

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    0 comments  ·  Billing  ·  Admin →
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  10. 22 votes

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    1 comment  ·  Billing  ·  Admin →
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    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!

  11. 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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    0 comments  ·  Billing  ·  Admin →
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  12. 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.

    19 votes

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    0 comments  ·  Billing  ·  Admin →
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  13. 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

    17 votes

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    1 comment  ·  Billing  ·  Admin →
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    Under Review  ·  Dor N. responded

    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!

  14. We would like the ability to be able to change invoice numbers to match them up with our external billing system.

    16 votes

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    0 comments  ·  Billing  ·  Admin →
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  15. 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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    1 comment  ·  Billing  ·  Admin →
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  16. Need a rolling time sheet that I can drop lines in with a date, description and time block. Much like Excel. Monthly I can push that content to an invoice and bill for it. Click boxes would work because some work started in one month may not be billed for until next month. This would make Atera my #1 stop for everything I need. I've done this over 25 years.

    14 votes

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    1 comment  ·  Billing  ·  Admin →
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    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!

  17. 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

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    3 comments  ·  Billing  ·  Admin →
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  18. 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

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    1 comment  ·  Billing  ·  Admin →
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  19. 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 votes

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    0 comments  ·  Billing  ·  Admin →
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    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!

  20. We are using Atera for an internal IT team not an MSP, but when we buy things from vendors it would be very helpful to be able to Create/Track/Relate POs for these items. Ideally some things to include would be:

    Order Information:
    PO Number - Auto Number with option to set starting number
    Status (Open, Canceled, Partially Received, Received)
    Date Ordered
    Date Required
    Date Received/Closed
    Payment Terms - Selectable from List or Add New To List

    Requestor Information - Selectable from Users
    Requestor Name
    Email
    Phone
    Department
    Location

    Vendor Information - Selectable from List or Add New To List
    Vendor…

    12 votes

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    0 comments  ·  Billing  ·  Admin →
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