159 results found
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Improved Billing
This is totally open ended. What can we add/improve within invoicing, contracts, billing etc to make your life easier?
278 votes -
Quoting
The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.
82 votes -
Wave Integration
Integration with Wave Invoicing and Accounting
82 votes -
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.
59 votes -
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.
42 votes -
Ability to add custom fields to Invoice
Ability to add our own custom fields to invoices so that we can add more information.
36 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
30 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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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.
30 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.
29 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?27 votes -
For "click to pay" from email, credit card processing
Stripe Integration
25 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
23 votes -
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.
22 votes -
Integrations for Dynamic Billing
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.
20 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 -
Rolling Time Sheet for clients
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.
16 votes -
Purchase Order (PO) Tracking
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 ListRequestor Information - Selectable from Users
Requestor Name
Email
Phone
Department
LocationVendor Information - Selectable from List or Add New To List
Vendor…15 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.
14 votes -
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 -
billing email address
Can we please have a different Billing email address to the primary contact email address?
12 votes
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