How to Set Up Automated Billing in Practice Management Software?
Select "Settings & Apps" from the Uku main menu;
Click on the "Billing" window;
Select the last tab, "Settings."
Member rights
Allow managers to view and create customer contracts and invoices - Each client has one default member. Set whether they can create and edit client contracts and invoices.
Allow members to view and create their client invoices - If you want all members to be able to see and create client invoices, enable it here. When making this preference, please do it according to the work practices of your office.
Allow members to view their client invoices - Allow members to see their client invoices. Members don't see the Billing app features by default. This will allow the member to see their client invoices on the Billing tab on the client profile but will not allow them to edit or adjust it.
Allow only owners to add and update products - To keep a tight grip on billing, you can make invoice updating accessible only for owners.
Setting up an email server for invoicing
Read more about how to set up your email server.
Default rounding
Time rounding increment - You can choose the accuracy with which you want to round the time spent on customer work. Select the appropriate level of rounding from the drop-down menu.
Apply time rounding to - By default, rounding is done on the basis of the invoice line, but it is also possible to choose that rounding is done on the basis of the task. Moreover, based on the user, i.e. if two employees track time for the same task, their times are reviewed separately and rounded up if necessary.
Default configuration
The selections made under company settings can be changed under client as needed.
Invoice date - Set the company-wide invoice date.
Due date in - Enter the invoice due date value.
Bill tracked time by - By default, the time is billed in the month when it was tracked. If needed, it is possible to set the time to be billed when the task is due or when the task is marked as done.
Bill task field by - The same logic applies to task field billing. By default, the task field is billed in the month of the task start date.
Invoices from the same period - If the customer has, for example, two active monthly contracts, it is possible to specify that one invoice be created instead of two.
Hide zero price lines - By hiding lines on the invoice with an amount of 0, you keep the invoice visually clean and correct.
By default, time entry is billable - Every time entry that is started is billable by default.
Invoice prefix and suffix - Instead of entering the company prefix and suffix under each customer separately, enter them into the company's billing settings.