Create & Send Invoices
By Rain1 author9 articles
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.