17 results found
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Improved Billing
This is totally open ended. What can we add/improve within invoicing, contracts, billing etc to make your life easier?
274 votes -
Billing of recurring monthly/annual items (not contracts)
Recurring item billing
Our current helpdesk allows us to log/schedule recurring items (Microsoft 365 licenses, domain name renewals, backup plans, etc) either monthly or annually and bill monthly via quickbooks online sync.
57 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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Quoting
The ability to create a quote or estimate for a customer would be amazing. We could essentially eliminate other software.
79 votesNice! The feature you requested is being considered for development. 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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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.
40 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! -
Wave Integration
Integration with Wave Invoicing and Accounting
80 votes -
Ability to add custom fields to Invoice
Ability to add our own custom fields to invoices so that we can add more information.
35 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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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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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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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.
11 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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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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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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Disable renewal notification for deactivated contracts
Ability to disable contract expiration notifications for deactivated contracts. This becomes confusing when a new contract has already been activated to replace the old agreement.
6 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! -
Billing Batch Show Tickets
A billing batch may show XX tickets, but there's no way to see what XX tickets these are unless you bill it. If you jump over to the timesheet report there's no easy way to get the exact tickets and time totals. There should be be an easy way to check unbilled tickets before the batch is finalized.
13 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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11 votes
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!
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Add cost price on contract.
To calculated margin. This is interesting for customers who are not using QBO and XERO
11 votesNice! The feature you requested is being considered for development. 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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Work order & Estimates
Would love the option to be able to submit estimates and work orders in the billing section much like invoices. This would also connect to products and services for easy find/insert keeping end users from having to go outside of the Atera app.
8 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 Change Contracts/SLAs in Bulk
Ability to change the contract or SLAs on all customers in bulk
4 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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