Create an Invoice Batch

Atera Billing enables you to 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.

This article describes how to create an Invoice Batch.

Check out our billing video tutorials!

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.  

To create an Invoice Batch:

1. Click Billing, on the left-hand panel. The Billing page appears. 

2. Click New invoice batch.

The Create Invoice Batch page appears.

Note: The first time you use the billing module, it may take a few moments to build your initial contract list. 

Billing Page Explained:

Columns

Customer Name: The name of the customer.
Contract Name: The name of the contract specific to the customer.
Contract Type: The type of contract (this will affect billing behavior).
Total Balance: The total amount currently due from the customer contract.
Selected Balance: The balance that you will bill the customer for in this batch.

Batch Details

Bills To Create: Auto-updates based on selected contracts.
Unbilled Tickets: Auto-updates. The number of customer tickets in the current batch that are yet to be billed.
Hours Worked: Auto-updates. The total number of Ticket Hours worked in this billing batch.
Billable Amount: Auto-updates. The total amount to be billed in this batch.
Tax: Auto-updates. The total tax amount on all selected contracts in the billing batch. If 'Taxable' checkbox is enabled at contract level, tax will be automatically added to the billed amount for THAT CONTRACT ONLY.
Total: The total amount of the current billing batch (billable amount + tax).

Form Elements

A check-marked white box indicates that the contract can be selected for inclusion in the billing batch. 
A black box indicates that some of the contract's components/usage cannot currently be selected for inclusion as it is still in an open contract period (it is not 'ready for billing').
A lock indicates that the contract cannot currently be selected for inclusion as it is still in an open contract period i.e. it is not 'ready for billing' .
The blue lines expand the details of the contract and allow you to include or exclude specific items from the billing batch.

You can filter the list of contracts based on:

• Contract Type
• Taxable Contracts (whether the contract is enabled for tax or not)
• Customer
• Periods (you can choose not to display contracts in the middle of the billing period)
• Balance (you can choose not to display records with a zero balance)

2. Select contracts for inclusion by clicking the white boxes. Batch Details will update automatically.

3. Click the expand icon next to a contract to view details.

4. Review each selected contract. You can also deselect items if you wish.

Note: All currently-due items are auto-selected based on the contract; this includes any overdue and currently-due items that are ready to be billed.

5. Review the Batch Details. Then give your invoice batch a name and click Run.

The invoices appear. 

• Click Delete alongside an invoice to remove it from the batch.
• Check One invoice per customer if you would like a consolidated invoice.
• Decide how to group invoice lines (by contract, ticket, or time entry).

6. Click Generate Invoices. The generated invoices appear.

7. Click Edit next to an invoice to view it. The selected invoice opens.

The invoices are completely flexible and can be fully edited, turned into PDFs, saved, exported, printed or emailed to customers, by clicking on the dropdown menu buttons, at the bottom of the invoice.

8. When you're done reviewing the invoice, click Save and close. The Invoice Batch page appears.

9. Click Export Invoices to export all the invoices.
Note: If you've set up a billing integration with QuickBooks Online or Xero, then your invoice batch automatically exports to your integrated accounting software. 

10. Select the export destination: QuickBooks (Online/Desktop), Xero, or CSV.

Video Tutorials

• Billing Part 1: Create Ticket, Add Time Entries, Add Products and Expenses
• Billing Part 2: Resolve Ticket, Create Invoice Batch, Generate and Export Invoice