Pax8 Integration
Hi,
I am wondering how are people billing their MS licenses, especially with the prorating? I use Autotask for a client, and they integrate with Pax8 so all changes are automatically reflected in an invoice.
With Atera, I feel like I manually need to create all these invoices. How are people doing it? When you have dozens of clients, doing this manually is very tedious.
Comments
-
Hi @Anon1m0us!
I’m a Pax8 MS partner too, but I use FreshBooks for my invoices since so also use Stripe for payments. I create a recurring invoice for my clients then it just keeps going unless I set a date or tell it to stop.
I used to use the Atera invoicing quite, but as I started getting more clients needing more payment methods, FreshBooks worked for me. I have been meaning to add an integration request, but I haven’t gotten around to it yet.
Sincerely,
Kim
1
Topics
- All Topics
- 18 Getting started
- 12 Read before posting
- 6 Meet and greet
- 113 General
- 38 News and announcements
- 29 Resources
- 5 Knowledge Base
- 5 Webinars
- Shared Script Library
- Blog
- 3 Pro Tips
- 16 Got an idea?
- 66 Remote Monitoring and Management
- 54 Remote Monitoring
- 12 Patch Management
- 50 Professional Services Automation
- 30 Helpdesk
- 7 Billing
- 13 Reporting
- 15 Integrations & add-ons
- 10 Integrations
- 4 Add-ons
- 45 Scripting and automations
- 34 Scripts
- 10 Automations