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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.

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James Eades shared this idea  ·   ·  Report…  ·  Admin →
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  • blackkadush commented  ·   ·  Report

    This is very important to be able to add multiple items to the billing for the customer to know. I have to bill them monthly for the items or create various contracts or flat rates to bill them.

  • Ramiro Del Rio commented  ·   ·  Report

    Also, to add on the invoice for example "MSP Monthly (month)" normally the next month. "MSP Monthly ( 06/01/2023 - 06/30/2023)" month as a variable.

  • Rob Williams commented  ·   ·  Report

    It would be great to add the facility to send a renewal reminder email to the customer as well.

  • Einar Soleng commented  ·   ·  Report

    This would be a great addition to Atera. We need to be able to crate an item connected to the Customer/Contact where we can specify a montly/yearly price based on a product in the product list. This should also be possible to attach to on the ticket.