153 results found
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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 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.
21 votes -
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 -
Block Hour contract ends when there are no more hours
Block Hour Contract ends when there are no more hours
6 votes -
Change Atera invoice number before creating invoices
We would like to set the next invoice number before creating the invoices, this would let Atera work with other systems aswell so when we import invoices into other system we do not have to change the invoice number because it is already set to the right one.
29 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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Invoice Should Display Full Customer Address
When you create a customer you fill in fields for Address, City, State, and Zip.
When you create an invoice it only pulls in the Address field, leaving out the City, State, and Zip.
This makes for an incomplete address on the invoice and looks unprofessional. The invoice template needs to be updated to include the full customer address.
4 votes -
Edit/Adding category for invoice batch
If I create a new invoice batch, there are automatically some random categories that - why so ever - I can not edit/remove/create my own. So they are just there. Really random. I'd like to remove/edit them or at least create my own categories.
Thank you
1 vote -
Products Linked to Tickets On invoice
Products on invoices need to be linked to the ticket somehow. At the moment all the products for a cycle just get added to an invoice. However that means that I need to look through all the tickets in the cycle to find the product that I've added if I need to modify it.
3 votes -
Memo or Comment line in invoicing
Add the capability for a memo line or comment line in the invoice details.
Multiple lines would be best.2 votes -
Zoho Books
Zoho Books is used worldwide by thousands of companies. I use Zoho Desk for ticket management, but I will be happy to use Atera's full capabilities if there is integration with Zoho Books.
13 votes -
billing export with more informations
When exporting invoices, the billing period should also be exported. You can see this on the screen/imdashboard. It is essential for further processing.
5 votes -
Invoice tickets per month
Invoice tickets according to the hour’s work during the month and not just based on the status resolved or closed. Some tickets may take a couple of months to be resolved, but we need to bill our clients per month on the hours already worked.
4 votes -
Please make the font size adjustable on invoices
Please make the font size adjustable on invoices
2 votes -
There is a strong need for Microsoft CSP billing
We are a tier 1 Microsoft CSP partner. We need a solid solution for billing that works with the Microsoft 365 and Azure subscription processes in order to allow for proper billing
20 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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Automate Billing
PSA: automate all of our 365 billable customers, our back up. Nice for Atera to bill that automatically every month. Keeps up with the # of subscription as we change that
2 votes -
Per Technician Cost Field
We have a lot of Monthly MSP contracts and need to track our profitability on every hour a technician spends on a task. Therefore, there should be a field for each Technician cost per hour so that we can compare to the billable rate. This is also good for 1099 Technician Management. I would also add that the ability to add a work role or type would help because a tech might have to perform an onsite or remote task. In addition, their work type (SQL DBA vs Project Manager) might have a different cost and billing structure.
7 votes
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