The new billing module provides infinite possibilities to customize the way you bill your customers.
This KB gives you a few examples to get you started with thinking how Atera can work for you.
If you have a ticket to handle for your customer, during working time you will attach the ticket to Contract 1 (Standard Flat rate).
If the customer call is logged and work is done outside of the Retainer hours, you will change the ticket to Contract 2 (Off SLA bundle prices)
Contract 1 – [Name]Standard Flat rate
Contract 2 – [Name]Off SLA bundle prices
On each Ticket You can only bill on one Contract at a time.
Note: for contract #2 – The purpose of this contract is to handle different hourly pricing for Off SLA time.
You may have a customer with only one contract 'Hourly'. Within this contract there are 4 optional rates.
The primary rate (which is the default) is Rate Standard.
- Off SLA (After 5PM)
Note: When a new ticket is created we store the time since the ticket was created and attach it to the default rate.