How to create products
TL;DR: Products represent the services your accounting firm offers. Create them in the Billing settings by defining codes, tax rates, units, and pricing so they can be used on client invoices and contracts.
Who can do this
Account owners can create and manage all products
Administrators may have limited product permissions depending on Billing Settings configuration
Preparation for product creation
Before creating products, configure the following in Settings under the billing app:
Product code — the code you have entered in your accounting software.
Tax rates — tax rates that apply to your service or product. If you have an integration with an accounting program, these can be imported to ensure the correct correspondence of codes.
Resource Code — the code to use with the API key. Contact uku@getuku.com for more details.
Unit — piece, hour, or fixed price.
Bank account — your company's bank details, which will appear on invoices. You can add multiple accounts if needed.
The product or service name should be informative. It can always be changed when added to a client contract.
Fill in only the fields needed for your setup. For example, Product code and Resource code are useful only if you integrate with accounting software. Read more about Xero and QuickBooks integration.
Invoice lines are compiled from products. Entering tax rates allows you to select them faster, and bank accounts are displayed as invoice details.
Creating products in Uku
Open Settings and navigate to the Billing section.
Select the Products area.
Click + Add to create a new product.
Give the product an informative description that helps you quickly identify it.
Optionally, add variables and create translations in other languages.
Fill in only the fields required to export invoices to your accounting program or to the downloaded Excel.
Click Save.
Pricing
There are different ways to price a product. Prices of all products can be changed later according to the customer agreement.
See the following guides for creating different product types:
Sum all matching rows
If this setting is enabled, the prices of all applicable ranges are summed. If it is not enabled, only the range in which the value falls is applied during pricing.
Multiple pricing periods
You can create additional pricing periods. When the date arrives, new prices are automatically used in the calculation.
Important: If you receive an error message while creating a product about lacking permissions, check the Billing Settings. Some actions are only permitted for the account owner.
Troubleshooting
Permission error when creating a product — Verify your role has the necessary permissions in Billing Settings. Only the account owner can perform certain actions.
Tax rates are missing from the dropdown — Import tax rates from your accounting integration or add them manually in Settings under the Billing section before creating products.
Product does not appear on invoices — Ensure the product is added to the client's contract and that required fields (unit, price) are filled in.
Pricing changes not taking effect — Check whether you have set a future pricing period. New pricing applies only from the date specified in the pricing period.