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.
James Eades
shared this idea
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!
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blackkadush
commented
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.
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Ramiro Del Rio
commented
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.
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Rob Williams
commented
It would be great to add the facility to send a renewal reminder email to the customer as well.
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Einar Soleng
commented
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.