153 results found
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Improved Billing
This is totally open ended. What can we add/improve within invoicing, contracts, billing etc to make your life easier?
274 votes -
Automatically mid period invoicing of contracts.
When a contract quantity is changed in mid period, the contract should be billed on next billing batch. The choices could be :
"Next billing period" - preventing automatic mid period billing, as of today
"Daily" - Billing from today til next Contract duration date
"Current month" - Full month invoiced from current month till next Contract duration date.
"Next month" - Full month invoiced from next month till next Contract duration date.
It is necessary to keep track of the quantity invoiced on all contracts. Thereby preventing to invoice the same quantity twice.
The billed quantity should be visible…1 vote -
Can you guys please implement the ability to create Estimates?
I would love the ability to create Estimates and convert into invoice if customer approves.
4 votes -
Notification somewhere on the ticket when there is no contract/expired/no more hours on contract
If a customer doesn’t have a contrat, then the technician shouldn’t be able to open a ticket. Would be good to have a pop up that says that there is no contract, or that the contract ended or expired, or no more block hours.
8 votes -
hour block
block of time without an end date that automatically renews when the time is up
2 votes -
Billing Options ACH invoicing etc
Has the team made progress of adding more options for payment. Net 30, invoicing, and ACH.
3 votes -
Annually subscription Atera has to have to option to be payed monthly
€119,- euro a technician is to expensive for the limitions Atera has.
For this price there are other alternatives.€99,- a month is fine, Subscription for 1 year also fine. but it has to have to option to be payed monthly.
5 votes -
Select more than 6 rates for the retainer contract
Select more than 6 rates for the retainer contract
1 vote -
option to add negative product and expense
Example: Microsoft 365 Business Basic is Upgraded to Business premium.
-1 Business basic has to be added, because otherwise the customer would pay to much.1 vote -
Sales/Billing
More Billing or have a sales section options
-Create/Edit/Delete Estimates and ability to send to customer/contacts
-Create/Edit/Delete Proposals and ability to send to customer/contacts
-Create/Edit/Delete Credit notes and ability to send to customer/contacts3 votes -
Ability to bill time entries rather than entire ticket
Bill time entries rather than tickets: Be better if we could say: billed tickets that have not been closed and then we could bill to date. Whether the time entries has been billed or not. Being able to flag which ones have been built. Has it been invoiced yes or no. You will bill the time entries and not the ticket. You want to link the billing to the time entries and not the ticket.
26 votes -
Recent Processes export to billing
I would like to have the ability to attach "Reports" > "Recent Process" to the client's invoice, so the customer can see the software and drivers that have been installed. These updates take some time and as an MSP I would like to show my customers all the background work that is being completed.
5 votes -
bug found in atera billig of products with the same price
BIG WARNING
We found a bug today in Atera billing.
If you have two hardware products on the same or different tickit on one customer with the same price. Then one of the products will be skipped and the other one will be incremented by two.So we had both a Iphone and a Andriod phone with the same prices but on two different tickits.
The invoice said two Iphones..
This needs to be fixed ASAP.. its impossible to controle internally
3 votes -
Accounting
How about an integration with Freshbooks?
8 votes -
Choose Rate from Hourly Contracts when adding time entries
Be able to choose the hourly rate for work done on a ticket. Some tickets might require a different technician that has a different hourly rate, or if a Standard technician does Enterprise work the technician should charge as enterprise technician rather then a standard rate.
Standard IT / Expert IT and Enterprise IT2 votes -
category filtering for billing
When I select Labor as the category... I should not be able to see my products listed in the second drop-down. Please fix this filtering annoyance.
1 vote -
noreply
Invoices sent to customers should also be able to come from the customized SMTP settings
3 votes -
Add description and to contracts with batch invoices
Having the ability to pull notes & descriptions from contracts on customers accounts automatically when generating a batch invoice for all of our clients, currently, the invoice only shows the charge with no description of what they are being charged for, we have bespoke plans that have different terms and products included in the customers plans, and e need t be able to show this as we provide a license breakdown for products when clients want to know what license they are providing to users.
2 votes -
linet
Integration with Linet
1 vote -
Contracts with different levels
Contracts: I have customers where we will have a minimum retainer. And we have levels, and you can deduct from those levels and then if you go up, you’ll be charged extra. It's used for whatever you want. X for IT, X for training, X for software = these are all the rates that a person can select and then under there is a fix amount of X amount and that they can use.
4 votes
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