This article explains how Atera is priced and billed, how to change your subscription (plan, billing cycle, technicians), accepted payment methods, how to view or download invoices, how add-ons/App Center are billed, and what to expect with free trials, refunds, payment failures, and data retention.

Frequently asked questions

This section will cover the frequently asked questions regarding Atera's billing and subscription processes.

Q: How is Atera priced and billed?

A: Atera uses a per-technician pricing model (not per device). Each licensed technician can support an unlimited number of devices and customers at no additional cost.

You can choose between monthly or annual billing cycles, and all charges are collected in advance. This pricing structure is designed to offer transparency and predictability, without hidden costs or per-device fees.

 Note that Autopilot subscriptions are calculated based on the number of Contacts, where Contact is an end user assigned by you to a specific customer or site within the Atera platform, who is marked with an “Active” status.

Q: What payment methods are accepted?

A: Atera accepts credit cards, PayPal, and (for qualifying customers) wire transfers.

Customers paying via credit card or PayPal will have invoices available directly in their Atera console. Wire transfer users will receive invoices sent directly to their billing email.

Q: What happens if a payment fails?

A: If a payment fails, Atera will attempt to retry the transaction several times during a 14-day period.
If the payment remains unsuccessful after this period, your account may be temporarily suspended until the balance is settled.

You can update your payment details or manage billing from Admin > Subscription within your Atera console.

Q: Where can I view and download my invoices and billing history?

A:

• Credit card or PayPal users: Go to Admin > Subscription > Invoices to view, download, or export your invoices. You’ll see separate lines for your main subscription and any activated add-ons or App Center items.
• Wire transfer users: Invoices are sent directly to your billing email.

Q: What’s included in my Atera subscription?

A: Each Atera plan includes a set of core modules, such as:

• Remote Monitoring and Management (RMM)
• Professional Services Automation (PSA)
• Remote support
• Helpdesk and ticketing
• Billing and reporting
• Patch management
• Automation and scripting
• SNMP monitoring
• API access (availability depends on plan)
• AI Copilot — technician-facing AI assistant, included in every plan at no additional cost

Optional paid add-ons and App Center integrations can also be activated to extend functionality.

Q: Is there a free trial available, and what are its limitations?

A: Yes, Atera offers a 30-day free trial with no credit card required.

Most features are available during the trial; however, some advanced options — such as API access, certain integrations, custom assets, Single Sign-On (SSO), and the full AI ticketing experience — are only available after upgrading to a paid plan.

Q: How are App Center apps billed?

A: Atera offers two App Center billing models:

• Unified subscription: A single, consolidated invoice includes all activated App Center apps.
• Non-unified subscription: Separate invoices are generated for each activated App Center app.

The unified subscription model is available for credit-card-paying customers who joined Atera after July 12, 2023.
Your main Atera subscription and Network Discovery are always billed separately.

Both models include a detailed usage breakdown for transparency.

Q: How do I add or replace technicians without being charged extra?

A: To replace a technician without increasing your total license count:

1. First, disable the departing technician.
2. Then, add the new technician.

If both accounts are active during the same billing period, you’ll be billed for the additional technician.

Q: Am I affected by the 2026 pricing alignment? 

A: This alignment primarily applies to customers on legacy pricing plans (accounts signed before May 1, 2024, or locked into legacy pricing since July 2022). If you joined or renewed after May 2025, you are already on current pricing and no price change applies to you. You can verify your current plan and renewal date at app.atera.com/settings/subscription.

Q: I'm on legacy pricing. When do the new rates apply to me? 
A: It depends on your billing cycle:

• Monthly subscriptions: new rates take effect on your first billing cycle in June 2026.
• Annual subscriptions: new rates take effect on your first renewal on or after late July 2026. If your renewal falls before July 28, 2026, you remain on legacy pricing until your 2027 renewal.
• Enterprise / SuperPower / Custom contracts: your CSM will reach out with a 90-day notice before your renewal.

Q: Can I lock in current pricing before the alignment? 
A: Yes. Monthly legacy-pricing accounts can lock in current pricing for one year by switching to an annual billing cycle before June 1, 2026.

Q: If I cancelled and come back, do I get my old price? 
A: Returning customers are subject to the current pricing in effect at the time of reactivation. Legacy pricing is not available for returning accounts.

Q: Is AI Copilot a paid add-on? 

A: No. As of June 1, 2026 for monthly subscriptions and the first renewal on or after late July 2026 for annual subscriptions, AI Copilot is bundled into every Atera plan at no additional cost. Any existing AI Copilot add-on charge is automatically removed during the transition, and AI Copilot appears in your platform automatically once you move to current pricing.

Q: I'm on legacy pricing. When do the new 2026 rates apply to me? 

A: If you're on monthly billing with legacy pricing, the new rates take effect on your first billing cycle in June 2026. If you're on annual billing with legacy pricing, the new rates apply on your first renewal on or after late July 2026. Renewals before July 28, 2026 remain on legacy pricing until the following year's renewal.

Q: If I cancelled and come back, do I get legacy pricing? A: No. Customers who previously churned and return are subject to the current pricing in effect at the time of reactivation. Legacy pricing is not available for returning accounts.

Q: How can I cancel automatic renewals?

A:

• For monthly subscriptions, you may disable auto-renewal at any time.

• For annual subscriptions, you must disable auto-renewal more than 60 days before the end of your current term to prevent renewal for the next annual cycle.

If you are within the final 60 days of your annual term, renewal cannot be stopped for that cycle.

Following cancellation, your services will remain active until the end of your current paid term. After that, the subscription will not renew.

We retain your data during the subscription period and afterward in accordance with our Data Retention Policy. If you would like your data deleted sooner, please contact privacy@atera.com

Q: What happens if I file a chargeback?

A: Filing a chargeback will automatically deactivate your account until the payment issue is resolved.

We recommend reaching out to Atera Support before initiating a chargeback to avoid service interruption.

Q: Why is the deactivation button greyed out when trying to switch from annual to monthly?
A:  You cannot switch from an Annual billing cycle to a Monthly billing cycle.

Q: How is my payment and account data secured?

A: Atera maintains SOC 2 Type I & II compliance and HIPAA compliance for Enterprise and Superpower plans. All data is securely hosted on Microsoft Azure (EU or US, depending on your region). Payment details are processed using industry-standard encryption and compliance measures.

A: 

For annual subscriptions, you can perform the following actions more than 60 days before your renewal date:

• Downgrade or upgrade your subscription plan level.

• Cancel (disable auto-renewal).

• Change the number of licensed technicians.

Note: Switching your billing cycle (e.g., Annual to Monthly) is not supported. If you have questions regarding your billing frequency, please contact Support.

Q: Will downgrading my Atera subscription affect my customers who use Work From Home or any other AppCenter apps?

A: No. Downgrading your subscription will not impact the Work From Home or any other AppCenter features for existing customers. End users will continue to connect to their devices as usual, without interruption.

Q: How do I convert my trial account to a paid subscription?

A: You can upgrade to a paid subscription at any time during your trial directly from the console. Once payment is confirmed, all features and limitations are immediately lifted.

Q: How long does Atera store my billing and account data?

A: Atera stores your billing and account data during your active subscription and afterward according to our data retention policy. If you wish to have your data deleted sooner, you can request this by contacting privacy@atera.com