Invoices received by nerdio

Avatar
Scott Daniels

The bills we receive, which we then turn around and bill our customers, are truly obscure in their design. 

Instead of just showing each customer's Nerdio Count and the amount we are being billed, the discount is totaled at the bottom, and we are left to calculate what we should charge each customer manually. 

Each month, I have to manually cut and paste the PDF because the bill by customer is not available in Excel or a CSV file. Then, I need to rearrange the numbers and calculate the prorated amount by seat, and determine each customer's portion of the total bill. 

The more business I conduct as an MSP with Nerdio, the more time it takes to reconcile the bill each month manually. Every other vendor we deal with provides us with a total by customer, often in a CSV file. 

I have asked for this for 3 years and been told its being worked on but I don't believe that's true. 

 

 

4

Comments (2 comments)

Sort by
0
Avatar
C Weathers

AGREED. A CSV with the client name, a column for each service utilized and its cost AFTER discount.  Currently the only CSV download available only provides the invoice number and total, no client detail, so it isn't helpful.

It would also be awesome if the detail was included in an email notification when the invoice generates, or have the ability to schedule the report ourselves.

0
Avatar
Dave Stephenson

Thanks for explicitly calling this out, guys!

There are a few ideas around this that could probably be combined into a better overall solution.
Out of curiosity, if we give you the ability to export/save the invoice as a CSV (ideally automate it to go to an email address on a recurring basis), like you can view in NMM (for the latest invoice), will that do what you're wanting?

 

Similar Ideas?

Please sign in to leave a comment.