153 results found
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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 -
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 -
For "click to pay" from email, credit card processing
Stripe Integration
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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Wire Transfer
Easier options for wire transfer. Can't add all atera's annual subscription on my credit card.
1 vote -
Billing in GBP currency rather than USD
I would like Atera billing to be charged in pounds rather than dollars. I get charged a fee from the bank every month which adds up to a fair amount over a year period.
2 votes -
2 votes
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Contracts with a travel costs
We need a travel costs with different possibilities, as a lump sum or charged with time. Preferably stored in the contract so that you can mark this as a checkbox on a ticket.
10 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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Ability to charge customers through Atera
We'd like to know if you would like the option to charge your customers through Atera.
If so, would it be for recurring or one-time payments?
Which payment method would you prefer- credit card, Paypal, ACH, SEPA etc. and why?13 votes -
Square Payment Terminal Integration
Would be helpful to have Square integration for payments on our terminal system, there are third-party apps that can integrate the 2, so it should be a service built in by Atera!
1 vote -
scheduled invoicing
We would like to automatically send out invoices based on a contract monthly rate, and have it send out every first of the month.
5 votes -
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
The ability to filter the tickets by status (Resolved/Closed) so that you could bill only the closed tickets.
2 votes -
Rolling Time Sheet for clients
Need a rolling time sheet that I can drop lines in with a date, description and time block. Much like Excel. Monthly I can push that content to an invoice and bill for it. Click boxes would work because some work started in one month may not be billed for until next month. This would make Atera my #1 stop for everything I need. I've done this over 25 years.
16 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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