Bill Your Clients
By Rain1 author26 articles
Getting Started with Billing
Understand how billing works in Uku and configure your billing settings.
How does billing work in Uku?Uku's automated billing converts tracked time into invoices, integrates with major accounting software, and sends professional invoices from your domain. This guide covers the complete setup from activation to sending…
Billing Settings in UkuBilling settings control invoice creation, numbering, rounding, permissions, and email delivery. Configure them once and they apply across your entire company.
Products & Pricing
Fixed price, hourly, per-piece, combined, and additional service products. VAT rates and placeholders.
How to create products?Create and configure products for the services your accounting firm offers, including pricing, tax rates, and integration with accounting software.
How to create an hourly based product?Create an hourly product for services charged by time spent. Configure hour types, topic filters, minimum billing times, and tiered pricing with scheduled rate changes.
How to create a fixed price product?Learn how to create a fixed price product in Uku for services that are invoiced at the same amount every billing period, with support for placeholders.
How to create a per-piece-based product?Learn how to create a per-piece-based product in Uku that charges clients based on a variable quantity from a task field, with support for tiered pricing ranges.
How to create a combined (hourly or per piece) product?Learn how to create a combined product that applies a fixed fee up to a set quantity, then adds hourly or per-piece pricing for any overage.
How to create a product for disbursement fees?Create a product for variable fees paid on behalf of clients, such as government filing fees, using task fields to pass the exact cost through to invoices.
How to create a product for additional services?Learn how to create a product in Uku for one-time or on-demand services that are invoiced only when completed, using task fields to trigger billing.
Deleting and archiving products in UkuDelete unused products permanently or archive in-use ones to keep your product list clean while preserving existing contract data.
Billing placeholdersUse billing placeholders to automatically insert period dates and workload quantities into invoice line descriptions in Uku.
Updating VAT ratesHow to bulk-update VAT rates across contracts, products, and invoice drafts in Uku when tax rates change, including optional client group filtering and accounting software integration.
Create & Send Invoices
Create, edit, and send invoices. Credit notes, prepayments, debt reminders, and multi-language invoices.
How to create invoices and send them out from Uku?Create, send, recalculate, cancel, and restore invoices from Uku's Billing page. Process invoices individually or in bulk, and export to your accounting program.
How to manage the content of the invoices that you send out?Customize invoice email subjects, body content, and PDF text by editing language-specific templates in the Billing app.
How to send out invoices from your own domain?Configure an email server in the Billing app settings so invoices are sent from your company's own email domain, with step-by-step setup for Gmail, Outlook, and other providers.
How to send an invoice in the client’s languageConfigure Uku to send invoices in the client's preferred language by setting communication language on the client card and adding product translations.
How to create a Credit Note in UkuGenerate a Credit Note from any invoice in Uku to correct billing errors or make adjustments. Customize the credit note prefix in billing settings.
How to Edit an Invoice in UkuIf a team member cannot edit an invoice in Uku, it is usually a permission issue. This guide explains how to check and change client-level and company-level permissions so the…
How to create a prepayment invoice in UkuLearn how to create prepayment invoices in Uku using the Billing app, fixed-price products with placeholders, and client contracts.
How to set up Billing Debt Reminders in UkuActivate and configure Uku's automated debt reminder system to send up to 3 escalating email reminders to clients with overdue invoices, with customizable timing, templates, placeholders, and per-client opt-out.
What to do when invoices don't appear under the parent companyHow to fix subsidiary invoices that are not appearing under the parent company in Uku, including billing settings verification and the void-and-restore process.
Contracts & Budgets
Client contracts, contract templates, budgets, and parent company billing setup.
How to set up and use contract templates?Create contract templates to standardize billing terms and apply them to one or many clients at once, saving time on manual contract setup.
How to set up a client contract?Learn how to create and configure client contracts in Uku for automated billing, including setting billing periods, adding products, and customizing invoice settings.
How do I set up billing to be done under the parent company?Link subsidiary clients to a parent company in Uku so that invoices are generated and optionally consolidated under the parent company.
BudgetsSet up and manage client budgets in Uku to monitor spending against invoices, contracts, topics, or projects with automatic threshold notifications.
Common Questions
Invoice export errors and other billing troubleshooting.
What to do if the invoice export to the bookkeeping software failedStep-by-step troubleshooting guide for resolving invoice export failures from Uku to your bookkeeping software, covering integration checks, customer setup, and product configuration.