How to create a per-piece-based product?
TL;DR: A per-piece-based product charges clients based on a variable quantity (such as payslips or entries) pulled from a task field, with optional pricing ranges for tiered billing.
Who can do this
Users with Manager or Admin permissions
The Billing app must be activated for your company account
Access to the Products section and Custom Fields settings in Uku
Overview
A per-piece-based product can be used for software licences, payslips, or entries. For example, the number of entries changes from month to month, and the invoice amount depends on the per-piece price multiplied by that quantity.
Step 1: Create a task field
First, create a task field with the Number type. This field will hold the quantity (e.g., number of payslips) that drives the per-piece calculation.
Navigate to Custom Fields in your settings.
Create a new task field and set its type to Number.
Give the field a descriptive name (e.g., "Number of payslips").
Save the field.
Step 2: Configure the per-piece product
Navigate to the Products section.
Select + Add product to create a new product.
Enter a name for the product.
Set the pricing type to Per piece.
Select the task field from which the quantity will be taken.
Enter the per-piece price.
If needed, define pricing ranges to apply tiered pricing at different quantity levels.
Save the product.
Understanding the Sum all matching rows setting
Sum all matching rows controls how pricing ranges are applied:
Enabled: The prices of all applicable ranges are summed together. Use this when each tier adds to the total.
Disabled: Only the single range in which the quantity falls is applied. Use this when you want exclusive tier pricing.
Configuring billing timing
If you want to bill based on the task field value, review the settings for when the service will be billed. For example, you may want the charge to appear only when the task is finished, rather than at the start of the billing period.
Important: Make sure the billing timing matches your workflow. If you select billing at the end of the service, the invoice will only include the charge once the task status is set to complete.
Adding future pricing periods
It is also possible to create additional pricing periods so that when a future date arrives, the new prices are automatically used in calculations. This is useful for planned price increases.
Troubleshooting
The invoice quantity shows zero: Check that the Number-type task field is filled in on the task. The per-piece product pulls its quantity directly from this field.
The wrong pricing tier is being applied: Review the Sum all matching rows setting on the product. If it is enabled when it should not be, all range prices will be summed instead of selecting a single tier.
The charge appears before the task is finished: Adjust the billing timing setting on the product to bill at the end of the service rather than at the start of the billing period.
The task field does not appear in the product configuration: Ensure the task field was created with the Number type. Only number-type fields can be selected as a quantity source for per-piece products.
