Bill Your Clients
By Rain1 author34 articles
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.
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.
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.
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.
How to cancel a paid subscription plan?Cancel your Uku Team or Enterprise subscription from Settings & Apps. Your plan remains active until the end of the prepaid billing period.
How to find invoices for Uku servicesFind, view, and download all invoices for your Uku subscription, licence renewals, and user changes directly from your company account settings.
How to order Uku plans?Choose and activate your Uku subscription plan by entering billing details, selecting monthly or annual billing, and completing payment with a credit or debit card.
How can I start paying for Uku?Subscribe to a paid Uku plan after your 14-day free trial. Choose your plan, set the number of members, select a billing cycle, and enter payment card details.
How to switch to a different plan or change the billing frequency?Switch between Team and Enterprise plans or change from monthly to yearly billing at any time, with prorated credits applied automatically.
What is the difference between yearly and monthly billing?Understand the differences between Uku's yearly and monthly billing options, including cost savings, renewal terms, and how to switch between them.
Which plan to choose?Compare Uku's Solo (free), Team, and Enterprise plans to find the right fit for your practice. Includes a breakdown of features, pricing structure, and the free 14-day Team trial.
How to Migrate from Solo to a Paid PlanCreate a company account with a paid plan, then contact Uku support via chat to migrate your Solo data. The support team transfers your clients, tasks, time entries, and documents…