Billing settings — defaults, rounding, numbering, email

• Only Company Owners and Company Admins can change billing settings.
• Settings apply company-wide and affect what every member sees on invoices.
• For permission toggles that control who can do what in Billing, see Billing permissions.

1. Click Settings & Apps from the main navigation.
2. Open the Billing app.
3. Go to the Settings tab.
4. Make your changes and click Save.

Toggle this on to send invoices from your own company email address instead of the default sending address. After enabling, select an email account from the dropdown or click + to connect a new address. The email account must first be connected in Settings & Apps > Emails. See How to send invoices from your own domain.

Enter one or more email addresses that should receive a copy of every invoice sent to a client. Useful for keeping your bookkeeper or finance team informed without giving them Uku access.

Choose how precisely to round tracked time when generating invoice lines:

• No rounding — bill exact tracked time
• 5 minutes (0.1 hours)
• 15 minutes (0.25 hours) — common for professional services
• 30 minutes (0.5 hours)
• 1 hour

• Invoice line — all time for a product is totalled first, then rounded once. Three 15-minute entries (45 min total) round to 1 hour.
• Task — time is rounded separately per task. Three separate 15-minute tasks each round to 30 minutes (1.5 hours total).

• Last day of month — invoice dated on the final day of the billing period
• First day of month — invoice dated on the first day of the following period
• Custom date — choose any specific day

Number of days after the invoice date when payment is due. Enter 14 for net-14 terms, 30 for net-30, and so on.

Determines which month a time entry appears on:

• Time entry (default) — time is billed in the month it was tracked
• Task start date — time is billed based on when the task started
• Task due date — time is billed when the task is due
• Task finish date — time is billed when the task is marked done

• Create separately — each contract generates its own invoice
• Combine into one invoice — all contracts for a client in the same period merge into a single invoice

When set to Yes, invoice lines with a zero amount are hidden on the generated PDF and invoice view. Default is No.

• Yes — all new time entries are automatically marked billable; team members must manually mark non-billable time.
• No — time entries default to non-billable; team members must intentionally mark time as billable.

• Show all (default) — every invoice row appears individually, no merging applied
• Group by description — rows with the same description (case-insensitive) and the same tax rate are merged into one line
• Group by article — rows with the same article/product code and the same tax rate are merged into one line

Rows with different tax rates are never merged, even if description or article matches. Rows with an empty description or no article code pass through ungrouped.

When grouping is enabled, a second option appears:

• Show quantity (default) — the merged row shows the summed quantity, a weighted average unit price, and the correct net total
• Show total — only the description and net total are shown; quantity and unit price are left blank

This setting can be overridden per client in the client’s contract Settings tab, where Company default falls back to this company-wide setting.

Text added before or after the sequential invoice number. For example, with prefix INV- and suffix -2025, invoice 100 appears as INV-100-2025. Leave either field blank if not needed.

Prefix for credit notes (default: CN-). Helps distinguish credit notes from regular invoices in your accounting software.

If you are migrating from another system or need to align with your accounting software numbering:

1. Open Billing from the main navigation.
2. Go to the All Invoices tab.
3. Click the three-dot menu in the Billing view.
4. Choose Set the Next Invoice Number.
5. Enter the number for your next invoice.

Set this before creating new invoices to avoid numbering conflicts.

If you changed the prefix or suffix after creating invoices, only new invoices use the new format. Use Set the Next Invoice Number to realign the sequence.

Verify that your email account is connected under Settings & Apps > Emails, and that the Email service (custom domain) toggle is enabled in Billing settings with the correct account selected.

When using Show quantity, the displayed price is a weighted average of all merged rows. Minor rounding may occur (for example, 3 × 3.33 = 9.99 instead of 10.00). Use Show total to hide the unit price and show only the net sum.

Check the Bill Tracked Time By setting. If it is set to Task start date, Task due date, or Task finish date, time entries may land on a different month than when they were tracked. Switch to Time entry for straightforward same-month billing.

Settings apply only to new invoices. Existing invoices retain the format they were generated with. Void and restore an invoice to regenerate it under current settings.