153 results found
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Additional Billing Informations
The support told me there is no way to add extra Information to invoices. This is pretty bad, because I need to add legal details for a valid invoice here in germany.
Update:
It is apparently not possible to store payment information in an invoice. However, information about which account the payment should be made to is essential. Here too, a permissible outgoing invoice is not possible under German law. It really shouldn't be a hurdle to print this information! The ultimate solution would be simple e-payment via PayPal or photo transfer (via QR code).I don't want to be…
3 votes -
Advanced Customization of "Custom Fields"
When we want to sort tickets, we often find ourselves blocked by the limit of 20 clients per ticket.
But "Custom Fields" could revolutionize all that!
Let me explain:
If I have a client with several brands, I might be tempted to create multiple clients to differentiate them.
However, for this client, each brand has several stores located in different countries/cities.
And each store has one or more collaborators with a specific email address.
To solve this problem, the "Custom Fields" in the contact category need to be more customizable.
Example: Creation of a custom dropdown field "Store" providing a…
6 votes -
servicesM8
ServiceM8 is a field service management app designed to streamline business operations for service-based industries such as plumbing, electrical, cleaning, and maintenance. It helps businesses manage job bookings, scheduling, and dispatching, while also providing tools for tracking job status, generating quotes, and invoicing.
Key Features of ServiceM8:
…1. Job Management: Create, schedule, and track jobs from start to finish, ensuring all staff are on the same page. 2. Scheduling and Dispatching: Real-time scheduling helps allocate jobs to field workers based on their availability and location. 3. Client Communication: Automated SMS and email reminders to clients about appointments, quotes, and job2 votes -
invoicing
For me to complete my trial and actually start paying several hundred dollars a month to Atera, I MUST have:
A. some sort of input to Atera as what the invoice number will be when synced to XERO
B. The ability to ensure that my payment details appear on my invoices to clients - how the hell do they know how to pay me?
C. the ability to add my TAX ID (ABN/VAT/etc) to the invoice as required by law in my country
D. Dates on invoices to be in anything but MM/DD/YYYY - whilst I may understand it, my…
2 votes -
Add a billing account for invoicing that syncs with Quickbooks as it is different than the Atera primary contact.
Add/allow a billing contact for invoicing that syncs with Quickbooks as it is different than the Atera primary contact. When invoices are created and exported the invoice in Quickbooks is assigned the Atera Primary contact which is purely technical. Need the ability to add a billing contact so the invoices are emailed to the correct person from Quickbooks and I don't have to change it in Quickbooks every month. Tedious...
4 votes -
Integrate with QuickBooks Desktop & Enterprise for posting invoices
Integrate with QuickBooks Desktop & Enterprise for posting invoices
1 vote -
General Ledger accounts for importing ticket invoices
add general ledger information for importing invoices into accounting systems
1 vote -
Bill unresolved tickets (Because they might otherwise become too large)
Hi,
I have a lot of tickets that extend into the next month. For example, a ticket labeled "IT Takeover."
Many different tasks are being performed on this ticket. So, it's essentially not just a ticket, but more like a project.
I would like to bill this ticket already, i.e., the work that has already been done, and then continue working on it next month. Is there an option for this?
Alternatively, we could incorporate two things:
Projects (that can contain multiple tickets)
An option to decide whether the ticket should be billed at the end of the month...
(Ideally…2 votes -
Invoice Formatting and features
Hi,
Suggesting some additional features such as..
- Reorder line items
- Group items such Product, Labor etc.
- A space for details or a note
- Export to excel
- Option not to print or display tax & rate per line item
Thank you
6 votes -
Microsoft Dynamics 365 Business Central Full Integration
- Sync customers and contacts.
- Sync services and the GL accounts.
- Sync time entries as the invoice lines description.
- Sync invoice numbers (Dynamics providing the numbers)
- Sync Contracts with expiration dates and service items
- Sync the number of active devices to the invoice or service bundle.
- Ability to format Atera invoice template as needed to be used as our main document for clients.
1 vote -
White Label Invoice e-mail
Customers have come to know what e-mail addresses send invoices and bills or know how to find them in their inbox by domain name / company name. With the current setup, lots of our customers miss the invoices or they get blocked for being from a domain that isn't whitelisted. Being able to add elements to the template used for invoice generation would be fantastic.
How about an e-mail template similar to the existing ones, so we can indicate where we want things and what to include in them?
Ticket Date, Duration, Ticket Number, Ticket Name, impact etc.
Integration with…
3 votes -
Automatic Time Entry recording (for billing of automation)
Automated tasks (Automation Profiles, and remedial scripts) should create tickets and assign time against them, so we can illustrate value for fixed cost clients, or so we can bill by-the-hour clients for work done on their system.
If we could define the amount of time it would take to manually perform the action, the automation will record that time every time it runs.
1 vote -
billing email address
Can we please have a different Billing email address to the primary contact email address?
11 votes -
billing integration with exact online
billing integration with exact online and Atera
3 votes -
Atera Tech Day Pass
Create the ability to purchase a 'day pass' or 'tech pass' to allow a temporary employee (e.g. a contractor) to access selected parts of an Atera tenancy (e.g. tickets, devices) to perform short term work instead of adding a technician for an entire month.
4 votes -
in product and expense add a cost field
It would be nice with a cost field in products so we can both register how much the product has cost us and how much we earn on it.
The cost field should also be present in the CSV export so that when we import it into our invoicing system we can also see the earnings for hardware.
Today there is no correlation between cost and profit of hardware/product in atera and so we can't keep track of this in our bookkeeping.
This also affects clients who use quickbook or other supported accounting systems
1 vote -
Bill for tickets that aren't just for resolved/closed
I want to be able to bill my customers for tickets that are resolved/closed because that's just how I bill my customer.
6 votes -
Allow different currencies (EURO)
Please offer billing in EURO. Its pretty expensive to pay in Dollar and pay extra expenses for the bank.
3 votes -
Invoice Appearance during PDF Generation
Ensure that the invoice PDF's appearance will be matched when creating a PDF using the "Create a PDF" option versus using the "Print" option and saving it as a PDF.
3 votes -
Include purchase date in export for Products and Expenses
Include the purchase date for Products and Expenses, which is already required and collected, in the CSV and other export options. The current behavior seems to be to groups all Products and Expenses at the end of an invoice without showing the collected purchase date, making it impossible to associate correctly with one or more tickets on the same invoice above. Including the purchase date would clarify the invoice and avoid manual work to type the same date already collected by the system into other fields to provide a reference.
1 vote
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