Skip to content
← Got a new feature idea? Share it!

Settings and activity

1 result found

  1. Add a billing account for invoicing that syncs with Quickbooks as it is different than the Atera primary contact.

    7 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas and Feedback » Billing  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Torey Smith commented  · 

    Quickbooks online - whenever I import invoices from Atera to Quickbooks online, the imported invoices override my default email address and payment terms for that customer in Quickbooks, so I have to remember to change it on every invoice before I send.
    Allow us to set a billing email address and payment terms in Atera per customer for invoices, so when we import those invoices to Quickbooks, it can match what we have set for that customer in Quickbooks already.

    Torey Smith supported this idea  ·