162 results found
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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.
30 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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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.
14 votes -
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 -
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
23 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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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 -
Please make the font size adjustable on invoices
Please make the font size adjustable on invoices
2 votes -
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 -
Contract
I would love to see a contract builder that looks like this:
Contract Name:
Client Name:
Term:
Billing Cycle: [weekly, monthly, yearly]
Bill base amount: [Enter amount or select Asset/Services List*]
Add Work from Home count? Y/N | Work from Home extended fee per user:
Add Backups Y/N | Backup Rate per instance:
Add Endpoint Security Y/N | Number of Seats: | Price per seat:
Block hours? Y/N
Number of Block hours:
Block hours refresh cycle [Same as Billing, Weekly, Monthly, Yearly]
Charge for billable hours in excess of block hours? Y/N
- Onsite Business hours: $ / [hour, day,…11 votes -
Option for invoice batches to generate one invoice per ticket
Currently when generating an invoice batch, it puts all the tickets for said customer on one invoice. I would like to be able run an invoice batch for a customer and have one ticket per invoice.
It would also be nice to have a “top comment” or way to mark a reply in a ticket to show up on an invoice. Some customers like seeing what an invoice was for without having to look in the ticketing system.1 vote -
Billing internationalization.
It would be good to be able to set prices in USD for the products and services but on the invoices to be able to set the prices in local currency (settings on the customer page)
1 vote -
The ability to import technician timesheets into QuickBooks and allow editing the fields.
Have the ability to customize the technician time/ticket entries in Atera and export that information directly into QuickBooks.
5 votes -
For "click to pay" from email, credit card processing
Stripe Integration
25 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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rechnung und Fakturierung] Abrechnung - leere Rechnungen
- Why are periods displayed in the billing even though there are no tickets or time entries?!
Let's assume that's the only way. Although it's wrong because there is no distinction between zero - nothing to charge (time entry: 1 hour, but no charge) or no ticket and time entry at all.
- Why is an invoice created in the second step and even exported? With nothing in it. Because there were no tickets for billing in this billing period.
At the latest in point 2 it is an error because empty invoices are created and exported
1 vote -
Block Contracts Balance Report for ALL customers
Can you add a Block Contracts Balance Report for ALL customers? So we can see with a single report, the balance of all customers at once?
7 votes -
11 votes
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Export invoice batch to PDF
Export invoice batch to PDF. Now we have to open each invoice and select 'create PDF'. We want to select multiple invoices at one and export to PDF. Or trough Export invoices screen.
4 votes -
Dual tax
We have two taxes, and they must be displayed separately. I want to be able to customise my Invoices and other documents, I want them in French or in English depending on the preference of the customer.
4 votes -
Assign a start date for amended rates
It would be helpful to be able to select a date to start using an amended billing rate from i.e. we have increased our rates from 01.07.22 therefore from this date the new rate will be applied and prior to that date the old rate will be applied
1 vote
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