Help CenterAtera has developed a billing module for tracking your time and service contracts with a versatile rate structure. The module enables simple monthly invoice batch preparation and direct integration with QuickBooks and Xero. The module also allows you to export invoices directly to your favorite accounting software using CSV.
This article will provide an overview of the hierarchy and structure in Atera to help you better understand how the billing functionality can benefit you and your customers.
Billing Concepts
Let's begin by looking at some key Atera concepts.
1. Set your business hours.
2. Create a Service Level Agreement (SLA)
3. Create a contract (flexible, multiple types per customer)
4. Create tickets and add time entries
5. Create invoice batches per periodical billing (decide what to bill/invoice the customer for each month) and create flexible invoices
Integration with:
The graphic below shows you how the Atera hierarchy ties together:
When working on a ticket, you can choose which contract and/or rate the time will be allocated to. The graphic below depicts the hierarchy of allocating time to different contracts and rates. For example, if the default contract is a monthly retainer but the ticket is off SLA hours (after 10 pm), you will choose Contract 2 and the late-night Rate 2.
Contract Type
Atera allows you to create flexible contracts with differentiated rates for off-hours work, projects, and 3rd-party products. Each customer can have multiple contracts based on the specific services you offer that client.
Choose from any of the following contracts Atera supports:
- Block Hours
- Hourly
- Retainer/Flat Fee
- Remote Monitoring
- Block Money
- Project – Hourly Rate
- Project – One-Time Fee
- Online Backup
Julian Kudo