This is totally open ended. What can we add/improve within invoicing, contracts, billing etc to make your life easier?
John Clark commented
The billing period should be pushed to the CSV export. Manually copy pasting this data is making us think twice about using Atera
Jason Burris commented
We need the full customer address displayed on invoices, including City/State/Zip. Not just the Address line as currently configured.
Tyler Laney commented
sync with pax8 so I can import partial prorated payments for products purchased in middle of month.
Geoff Beulens commented
I currently invoice twice a month. on the 1st and the 15th. I want to be able to sort the contracts accordingly.
Lawrence Yau commented
Ability to customise the look of the invoice more, add more fields that we can use to display things, be able to change the headings, change "Invoice" to "Tax Invoice" so we can actually use the invoices from Atera to charge customers.
Jim Finkakos commented
Billing and ticketing needs an overhaul , its clunky and confusing
Reconciliation between billing and tickets, the ability to see if a ticket has been invoiced, and which invoice it was in. Right now there's really no link between the two, if we need to reconcile or find out which invoice a particular ticket was included in. This also means we cannot easily confirm if a ticket was actually invoiced.
Help Desk commented
There isn't a good way at the moment to bill per contact. We should really be able to bill per contact automatically.
I wish we could edit the invoice number
Chris Thompson commented
Need to be able to customise fields in the invoice. At very least need a description field!
Unable to use this at the moment because of this.
Dave Webster commented
When exporting to xero there is no due date, so every invoice has to be manually edited to add a due date.
To much time is devoted to this task.
we are actually now quicker to export to csv and then reimport.
Maybe we could just add a 'terms' option to customers that can be used with whichever system is used for accounts.
Charles Charles commented
When creating a new invoice, I wish there was a "drop down" arrow button for Category and Product/Rate Name, which when pressed would show all the prducts that i've created in the system So I didn't have to guess what the product name was for a client in order to get to start to appear for that column.
Josh Waulters commented
Invoicing - The categories column should filter the products/rates column. If I select Labor in the category column, only the pre-defined labor rates should populate as options in the rates column.
Jason / Roberta Conley / Gardner commented
On an invoice, include products with each ticket rather than putting products at the end, or at least repeat the ticket number with each product so it can be associated properly. Currently, three appears no way to tell which products go with which tickets on an invoice containing more than one ticket. Support suggest we run a separate report to cross reference, or manually enter the ticket number with each product description, which both seem redundant considering the all the needed info is there and just needs either to show, or preferably be sorted under each ticket like time entries.
Alexander Hay commented
All the backend appears to be there for having invoices from Atera to have
1) My corporate email
2) a custom template
Plus features like:
1) A comments/notes field for the overall invoice as well as on each line item.
2) Have either the default contact be the billing contact, or being able to manually set a contact as the billing contact.
Karel Vychodsky commented
Being able to manualy select currency.. We're from Czech republic and all our contracts are priced in CZK. System forces me to use Euro, no option to change, function is completely useles unfortunately.
Ed Luczycki commented
Add customer terms setting for customers and allow to be overridden on individual invoices when editing. "Due on Receipt", "Net 10", "Net 15", "Net 30" et cetera.
Add "Set as Billing Contact" in customer contacts and assign as default for invoices. Trying to remember to whom and their email an invoice should be emailed is a pain.
When sending an invoice, the email / invoice modal should contain a text box to add a message to the invoice notification. Maybe a quick follow-up note on a past due invoice or other notification such as address / phone / info change?
Heslon Jonathan commented
It would be nice to offer other payment methods than Bluesnap and by credit card especially for the European and French market and to have invoices in € and not in $ otherwise there are additional bank charges because payment outside Europe.
Il serait bien d'offrir d'autres modes de paiement que Bluesnap et par CB notamment pour le marché européen et français et d'avoir des factures en € et non en $ sinon il y a des frais bancaires supplémentaires car paiement hors Europe.
Let us customise invoices. Can't use the invoices at the moment, they are ugly and can't put custom info I need to put on them.
jon jon commented
What we need, is literally "any" credit card processor, to integrate with Atera.
in this "covid induced" remote work trend, how people pay remotely is vital. syncing to quickbooks, then re-sending an invoice from another program(qb) is... not a solution really, especially when multiple tech's are involved. This is just a work around for now. For year end / book keeping, the qb syncing is nice though.
To keep proper branding, ease of use and consistency, we need a simple integration, for say stripe or PayPal. (see syncroMSP or wave accounting, etc... they just use stripe, etc... Then we can simply email a bill to a client, they can choose to click "pay now" from within the Atera email and pay by card there.
** Also quite important, to have re-occuring bills, work with automatic credit card payments, (something that does not work in syncro msp very well) such as a small business on a contract or antivirus, who wishes to use a credit card rather than cheque or e-transfer. We could program it monthly, etc... and forget it (until renewal time :)