145 results found
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Ability for techs that don't have admin privilege to add products and pricing
Ability for non admin techs that do not have access to billing, to be able to add a product and its pricing
2 votes -
Notes or description section on Invoice
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 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! -
Include an on demand product / expense batch.
Add a new batch option for product and expense separate from contracts.
1 vote -
Would like to be able to add our own banking information on the invoice
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 16 votes -
Customer portal billing and payments reports
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 -
Wave Integration
Integration with Wave Invoicing and Accounting
79 votes -
Ability to add custom fields to Invoice
Ability to add our own custom fields to invoices so that we can add more information.
34 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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hide the billing tab for employers
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
Dennis2 votes -
There needs to be INVOICE NUMBERS on Tickets when the tickets have been billed.
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 -
Add More Payment Type
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 votesCongratulations 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!
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Discount ability on Contracts
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 -
billing
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 -
Add bank account information on invoice
Banking detail on the invoice. For ex: account number so the client knows where to send payment
8 votes -
Shouldn't have multiple contracts with the same name
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 -
Contracts Dates to show on tickets
Would like to easily see the beginning and end of a contract date when you add a contract to a ticket
1 vote -
invoice batch with timesheet report
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 -
Atera Invoice Details
Wants the invoice to have more information such as the following: https://www.economie.gouv.fr/cedef/facture-mentions-obligatoires
3 votes -
Select custom dates for billing batch
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 -
Invoice Details
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 -
Block Hour contract ends when there are no more hours
Block Hour Contract ends when there are no more hours
6 votes
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