Track your IT support services and expenses, and easily create, customize and send invoices. Easy-to-use flexible invoicing, and convenient accounting software integrations make it simple for you to get paid faster.
Note: The billing currency is based on the region you initially register your Atera account from. The address can be added/updated from Admin > Settings. If the currency is not displayed correctly according to your region, please contact our support team
This article covers Atera's Billing page, describing invoice batches, invoices, invoice statuses, and accounting integration
The Billing page
From the left-hand panel, click Billing. The Billing page appears.
Invoice batches
Invoice batches are a group of financial units (in this case, invoices) that are actioned at the same time, rather than immediately. It is a detailed listing of services rendered and payments owed by customers within a specified billing period. Once an invoice batch is created, you can generate invoices. Learn how to create an Invoice Batch
Note: Tickets are listed in each invoice batch. Once an invoice batch has been saved, its tickets can no longer be edited (you cannot change their status from 'Closed' to 'Open') nor can they be billed again (unless you delete the invoice batch).
Invoices
Invoices detail the products and services provided to your customer. It is defined by its associated contract. Invoices are ordered by invoice number, along with their creation date, affiliated customer, batch name (if applicable), and status (Draft, Sent, Exported, Paid, and Refunded). See all of your service items, tickets, time entries, and expenses on the invoice. Once you've generated an invoice, you can export it to your favorite accounting software. Learn how to create a flexible invoice
Note: If you've set up a billing integration (with QuickBooks Online or Xero) in Atera, then your invoice batch automatically exports to your integrated accounting software.
Invoice statuses
We've added statuses to invoices to simplify invoice management and tracking! Statuses include Draft, Exported, Sent, Paid, and Refunded. You can see the invoice status under the Status column on the Billing page and on the invoice itself — from where you can manually change the invoice status.
- Draft: The invoice is in progress and has not been sent nor exported.
- Exported: The invoice has been exported to your integrated accounting software.
- Sent: The invoice has been sent (emailed) to the recipient.
- Paid: The invoice was emailed and payment has been made.
- Refunded: The full invoice amount has been refunded.
Note: The invoice status will automatically change whenever you send or export an invoice.
Accounting integration
Export individual invoices or entire invoice batches to your favorite accounting software. Atera integrates directly with QuickBooks Online as well as Xero.
Go to Admin > Business administration > Accounting.
The Accounting page appears.
To sync Atera with Quickbooks or Xero, see:
