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How does billing work in Uku?
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Written by Rain
Updated over 3 months ago

Automated Time and Billing for Accounting Firms

Billing is an additional service that helps to automate invoicing for customers. Regardless of the pricing, it is possible to set up a system that makes monthly invoicing as quick and easy as possible.

  1. Activate Billing app in the "Settings & Apps".

    Open "Settings & Apps" from the main menu and open "Billing" app.

  2. Connect with your accounting software and import classificators.
    Currently, Uku has integrations with the following accounting programs:
    - Xero
    - Quickbooks
    - e-conomic
    - Merit Aktiva
    - Tripletex
    - Scoro

    You can send the created invoices to your accounting program by combining Uku and your own accounting program. Imported classificators are needed to create products and later export invoices.

  3. Set up your e-mail server part and send out invoices from your domain
    - To send out invoices to the customers from your company email, set up your email server.

  4. Create under the company settings all the needed products
    - Read more about how to create products.

  5. Create email templates
    - Personalise the invoices you send out to the customers.

  6. Create contracts for your clients
    - Read more about how to set up contracts for your clients

  7. Create invoices and send them to your clients
    - You can send invoices from Uku to your clients

Billing settings

In order for billing to go smoothly, you can set the company's billing settings and user rights related to billing.

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