Let’s discuss. Find peer-to-peer information about everything IT related - from technical questions to best practices, and everything in between!
Exciting news for your bookkeeping! We’ve simplified your billing experience with the Atera App Center invoice breakdown by customer, Built to empower your business with effortless customer billing and bold, strategic monetization decisions Starting this week, for each invoice, you'll be able to download a detailed…
I just noticed two things: When looking at your Invoice Batch, it does not have a column showing the Invoice #'s on each invoice line. You have to click into(press edit button) the invoice to see it's number. When looking at the Invoice list on the Billing tab, it does not have a column showing the Invoice Batch name it…
It looks like I have to click 'email customer' within each invoice in an invoice batch manually myself. There doesn't seem to be a button to 'Email ALL customers' for the invoice batch for each month's invoice processing… So if I generate 50 invoices this month and include them in the monthly invoice batch, I then have to…
I have most customers on a monthly plan and tickets are charged by hourly time. However, there are optional a-la-carte services that repeat and will be on each invoice. Items like Backup/AV/RMM etc. A customer may have 20x RMM, 20x AV, 8x Backup. This "Service Package" will be different for each customer. I would expect I…
I do not see where I can enable automatically blind sending(bcc:) a copy of each invoice to myself for archiving and reference. I don't really want it to be displayed to the customer when they receive their emailed invoice..thus the bcc:. Have you found a way to do this? Thank you
Hello team Atera, We have been using Zoho Books for the past 3 years and it keeps getting better and easier to use. I have heard many other colleagues in the "interwebs" that are also using Zoho Books, I wanted to know if there is a roadmap to integrate Zoho Books and any other Zoho applications in their realm. I am…
Hi, I've spent a while looking at the reporting section but I don't think I can find what I'm looking for. Is there a way to report on a particular contract rate which is in use across all customers at a particular date? For example, I use a Contract on each customer to keep track of their End User Remote access (since I…
We are looking for an alternative to Quickbooks online. It's awful. Any advice you can provide would be greatly appreciated.
Hi Community mates! I have clients with growing storage needs and wanted to know how do you buffer your pricing as a client's storage grows? Do you do it like dynamic pricing every month or do you allocate a certain amount at a price point then go up later? I just have some clients who like annual pricing, but I don't want…
I've used QuickBooks Online for my business since 2014 and have a lot of data there - including all my service definitions, rates, etc. There are a few things that really bug me about Atera's integration with QBO and it effectively stops me from being able to use Atera's billing features because it makes billing so much…
Here we go again - we are so excited to announce a new integration within our AppCenter: Zomentum! 📊 Revolutionizing the sales & billing process and its many steps into a simple workflow — Zomentum offers a comprehensive approach that helps partners to visualize the lead flow and convert opportunities efficiently. Check…
Explore all our features, free for 30 days.
It looks like you're new here. Sign in or register to get started.
General discussions
Learn about new courses, how to get your certifications and share your feedback about the Atera Academy.
This section is used to discuss ActionAI, AIT, Copilot and Autopilot.
