145 results found
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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.
25 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 -
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.
4 votes -
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 -
1 vote
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Gradient MSP integration
This tool allows easy integration for automating billing of other services like O365 and tons of other cloud services. This would save me 30 hours a month with automation.
3 votes -
Ability to change invoice number to match external systems.
We would like the ability to be able to change invoice numbers to match them up with our external billing system.
16 votes -
Please improve Block Hours
Most of the ideas posted related to Block Hours are GREAT ideas. Our company sells a LOT of block hours. As it stands Atera does not do a good job with this type of contract. When hours run out, you need to give us ability to PREVENT techs from using that contract which otherwise runs up the bill that will be a surprise for everyone. Also, some clients buy huge blocks of hours on-demand. When they run out or need budget money to spend, they buy more. You need a simple report/invoice that shows Beginning Balance, additions, subtractions, Ending Balance.…
4 votes -
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.
54 votesNice! 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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products
Add Products Module to the Internal IT Department Model
Currently as an "Internal IT Department" we will never bill our other individual company departments. With that said, it would be nice to track inventory of either products we have in stock and/or what we are ordering for other groups and tie dollar amounts to those. This will help IT departments in general as it gives us insight into keeping stock via trends, record other departments IT spending as-well-as keep consistent on ordering special requests.
1 vote -
Quoting
The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.
76 votesNice! The feature you requested is being considered for development. 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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Deduct time from time entry
On the time entry screen, it would be helpful to have the option to deduct time from a time entry. When technicians are working on a single ticket all day (like an onboarding or on-site issue), they need to be able to deduct their 30 minute lunch or time that they worked on another ticket while still accurately marking the time that they started and stopped that day. So if a technician is on-site from 8:30AM-5PM and took a 30 minute lunch and had a 20 minute phone call for another ticket, they could mark their time entry as 8:30AM-5PM,…
8 votes
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