Implementation of EU / German law compatible invoices is critical for us. We need to add legal binding information. Otherwise our invoices are of no value and we will get in trouble for sure! It is not even possible to add our payment information, so the customer knows where to pay to. As this topic seems not to move foreward this is a knockout criterion for us. I don't want to export and create my invoices with another tool. That is why we are looking for an all-encompassing solution.

1. bills to be send from our domain - client do not associate invoices coming from noreply@atera.com with our company so invoices get stuck in quarantine or ignored/deleted.
2. be able to run reports for open invoices - how much hardware was sold - how much labor was billed etc..
3. Ability to design the invoice template
4. Export information to CVS for QB desktop edition
5. Integration with merchant account to accept payments via CC or Bank account.

Stripe integration would solve a majority of the billing issues inside Atera. I would to see that and billing history. Maybe a DUNS check on adding a new contract or company

I think the best idea is to have the ability to have a process of posting charges that have been approved for billing and be able to invoice clients for custom time frames. So if I decide to invoice for future contracts charges, I can post them on October 1st but the usage is for November, or for a quarter, or even a whole year. Really whatever timeframe I want. I should be able to filter by client.

The invoice should also allow me to decide when the due dates are or use customer setting defaults that have been set per client.

If contracts have adjustments made to them, this should push prorated adjustments into future invoices. I should also be able to void invoices and unpost chares that were invalid so I can make adjustments.

The system close to this is Autotask if you need an example. But Autotask is far to clunky and you could do way better.

I would love to have a fully featured billing system that can also integrate with a payment processor like Stripe.

Integration with InvoiceNinja

European currency notation is really important for a smooth and easy invoicing process. Format 1.234,56
European accounting systems support european format. US accounting systems does not fulfil the european requirements.

Billing period for contracts should be part of the invoice/CSV. So the monthly, quarterly and yearly billing will display the billing period on the invoice. The feature could be optional. the period should be for each invoice line. Period should be part of the description field in the CSV file.

Allow invoice payment from the customer portal and send payment information to the accounting integration.

Export invoices outside of the "Invoice Batch" process.

At the moment, we have over 60 RMM clients, billed at varying times during the month. With the current setup in Atera, we are having to check when they are due, manually create an invoice, send it to them, and wait for payment. This is EXTREMELY admin heavy, and an immature feature for an RMM platform. Invoicing is the main revenue vehicle, and the current billing options are very limiting. It needs to be automated, based on contracts. If set for monthly, an invoice is generated (when due, or a set number of days before due), processed using a pre-approved payment method, and paid invoice/receipt emailed to the client. I am surprised Atera have not implement a more workable invoicing engine, and believe it is highly overdue

!!! European Style is neccessary !!!. The invoice must be customizable!!!. the current format is not law-conform in germany !!!

Some suggestions here:
Block Hours: add the ability to manage block hours contracts in terms of hours quantity and not only in terms of time period. We usually bill 10/15/20 hours in block, and then recharge the contract when hours are ended, regardless if they are used in 1 2 or n months/years.

Invoice numbering: add the ability to customize invoice number based on a template/schema with variables such as [year][month][randomchar][incrementalnumber]

What we need, is a credit card processor to integrate with Atera.

A lot of our invoicing is repeat, same amount, same client, each month. It is easier and more consistent on the client side, to have re-occuring invoices, that are paid with automatic credit card payments, with payment processor such as Stripe. SyncoMSP currently does this really well, but without the finesse of Atera

It is critical that we need the ability to pull note/descriptions from our contracts or tickets when generating single and batch invoices.

With our monthly occuring contracts we have notes/descriptions that explains to the customer the breakdown of licensing per user, and device support plan breakdowns so our clients can see exaclty what they pay for when it comes round to doing internal audits to reduce costs etc..

When and engineer resolves tickets, we include a description of the fix in a time entry so that the customer knows the work carried out and what they are paying for, currnetly on an invoice, a description cannot be included, so the customer just recives an invoice with the product in our case 'Labour', how many hours and total charge.

This isnt helpful when a customer wants to know what was carried out and what they are paying for. We are then having to go back through tickets look at the time entry and explain to the customer the work we carried out.

We have staff that handle the billing and reports. and none of our technicians deal with that. however they cannot access anything in atera because they do not have a technician license. so we are still doing our work orders and billing outside fo atera. it would be nice to have ability to make free user accounts that are restricted from ticketing access and can only do reports and billing.

European Style is neccessary. A4 other address-block. the current format is not law-conform in austria und a-typical.

an option to export an invoice batch as pdf, or automate it to send to an email address such as accounts, we use our own billing system, and do not feel the need buy a full license for accounts to access only this page to see what is to be billed to each customer.

Ability to bill ahead....so if its december 15, I would like to create a billing batch that actually contains contracts that will bill for January 1, so I would like to select billing batch with a future date.

Ability to add timesheet data directly to invoices. I have several customers who want to know exactly what they're paying for every month, and currently I have to run both invoices and timesheet reports. I would like a setting to add billed time entries to an invoice.

Integrate Invoices into portal and ability to pay directly. Payment gateway integration.