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145 results found

  1. Ability for non admin techs that do not have access to billing, to be able to add a product and its pricing

    2 votes

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  2. It is critical we have an area on the invoice/bill for us to be able to add comments or notes for the customer to be able to see.

    Also adding the same notes feature to products, so that when a product is invoiced for, ect new equipment, that the customer can see a detailed description of the product they are being invoiced for.

    37 votes

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    4 comments  ·  Billing  ·  Admin →
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    Under Review  ·  Dor N. responded

    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!

  3. Add a new batch option for product and expense separate from contracts.

    1 vote

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  4. To be able to add our payment type example bank transfer and display our account information on the invoice.
    This is very important for use.
    Also to be able to change or start from a specfic invoice number instead of starting with 1

    6 votes

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    1 comment  ·  Billing  ·  Admin →
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  5. It would be super helpful to have an option for clients to view invoices, export billing reports and and make payments through the customer portal.

    1 vote

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    0 comments  ·  Billing  ·  Admin →
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  6. Integration with Wave Invoicing and Accounting

    79 votes

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    Under Review  ·  8 comments  ·  Billing  ·  Admin →
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  7. Ability to add our own custom fields to invoices so that we can add more information.

    34 votes

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    0 comments  ·  Billing  ·  Admin →
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    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! 

  8. I would like to have the billing tab hidden for employers.
    When disabling the 'Full Admin Access' and Disabeling the 'Billing information'

    We have the following problems :

    • Option to Edit the Knowledge base is greyed out. (why?)
    • Option to add an new product in an 'Product and Expense' is not possible. (Action -> Product and Expenses -> Add -> + icon beside product)
    • not possible to delete tickets (not realy an problem)

    The only thing i want, is that my employers cannot acces the billing infromation tab in the menu. The rest is okay.

    Friendly regards
    Dennis

    2 votes

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  9. A double check needs to put on the tickets. I have now had at least three tickets that for some reason have no invoices attached to them and trying to double check against things is a NIGHTMARE. Once a ticket has had an invoice made against it, there needs to be some sort of way of looking at the ticket and knowing there is an invoice made against it.

    11 votes

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  10. I would like to request more payment type for Atera Subscription which will be allowed to pay by transfer etc. due to there is no credit card for our company

    29 votes

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    3 comments  ·  Billing  ·  Admin →
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    Congratulations on helping shape Atera! The feature you requested is currently being considered for development. Please be patient as the process can take a while or even stall to make way for other features. We’ll update you once it’s been implemented and released!

  11. Standard contracts are often used at MSPs, with standard rates. But the ability to differantiate the prising for varies sizes of customers via discount is important. It would ease the administration of a huge amount of custom rates. The customer think it is important to be able to see the discount on the invoice.

    The discount could be a persentage as with "Products & Expenses"

    4 votes

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  12. I would like a solution (API) to be put in place to be able to retrieve all the invoices for my attention with a download link or the document in Base64 form in order to allow software (on Token authorization delegation), automatic recovery of my bills.

    an example exists at OVH cloud.

    Cordially

    1 vote

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  13. Banking detail on the invoice. For ex: account number so the client knows where to send payment

    8 votes

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  14. You shouldn't be able to add contracts with the same name. If the name exists already, you shouldn't be able to add

    1 vote

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  15. Would like to easily see the beginning and end of a contract date when you add a contract to a ticket

    1 vote

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  16. Would like to have an timesheet report generated with the invoice Batch.
    so on the invoice batch page, there would be an button with 'Edit & Delete & Timesheet'.

    The button should then download an PDF with the timesheet of that customer, With ticket rounding on totaltime and not what the normal timesheet report does with rounding per technician.

    This would save so mucht time with te billing.

    1 vote

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  17. Wants the invoice to have more information such as the following: https://www.economie.gouv.fr/cedef/facture-mentions-obligatoires

    3 votes

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  18. We would like to have the ability to select the billing period when creating invoice batches. Currently, it automatically selects the unbilled period.

    6 votes

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  19. We need the details of the tickets on the invoice, not just a number and price. Unfortunately, the information is only available via a report. It is best to specify each customer ticket as a single item on the invoice.

    20 votes

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  20. Block Hour Contract ends when there are no more hours

    6 votes

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