To create products, open the Billing app in the "Settings & Apps".
First, you should insert all the VAT codes, articles, and bank accounts you have in use.
Creating products in Uku
The name of the product/service should be informative, and it can always be changed when added to the client contract.
Fill in the fields needed to set up your system. For example, 'Product code' and 'Resource code' are useful only if you integrate them with accounting software.
Quantity/product type can be fixed price, based on hours entered to Uku, or piece price, taking the amount from the task custom field.
Set up pricing based on a specific topic.
By default, the first day of the year is suggested as the product's start date. You can add more pricing periods for the same product; for example, the price changes during different periods.
If your pricing method is per piece, you can add different pricing for different amounts.
If you want to invoice based on an additional field for the task, you must observe the task's start date.
How to price the preparation of an annual report?
The period for such tasks is usually longer than one month, and Uku may get confused about which month's invoice to allocate this service.
If you started the task in February but completed it in April, and you entered the quantity in the additional field only in April, don't forget to change the task's start date to the correct month. Then the task invoiced based on the additional field will also be allocated to the correct billing period.
NB!
If you receive an error message while composing a product that lacks the necessary permissions for the transaction, please check the Billing Settings, as some actions are only permitted for the account owner.