Contracts & Budgets
By Rain1 author4 articles
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.