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New Billing Module - Overview

Atera has developed a new billing module for tracking your time and service contracts with a very versatile rate structure. The module enables simple monthly invoice batch preparation and direct integration with QuickBooks and Xero ( with Freshbooks coming soon). 

The new module also allows you to export invoices directly to your favorite accounting software using CSV.

This KB will provide an overview of the hierarchy and structure in Atera to help you better understand how the new billing functionality can benefit you and your customers.

Let's begin by looking at some key Atera concepts.

  1. Contract – flexible, multiple type per customer.
  2. Ticket and work time allocation per contract time
  3. Create billing batch per periodical billing (you can choose each month what you are going to bill/invoice the customer )
  4. Integration with:
    • QuickBooks Online
    • QuickBooks Desktop
    • Xero Online
    • Xero CSV
    • Freshbooks (Coming soon)
 The graphic below shows you how the Atera hierarchy ties together:

When working on a ticket, you can choose to which contract and/or to which 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 at 01:00am, you will choose Contract 2 and the late night Rate 2.

 In the next KB we will show in more detail the concept of multiple contacts and multiple rates per customer.

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