You can configure your local currency and measurement unit system on this page. Access the Currency & Measurements Page From the Ubersmith Dashboard, click Settings.The Ubersmith Settings page appears. From the Global Settings...
Ubersmith integrates with Intuit's QuickBooks Desktop Pro, Retail, Enterprise, and Accountant versions 2016 through 2018 using QuickBooks Web Connector. QuickBooks Web Connector is a software application that runs on Microsoft Windows and...
Once you have added a tax engine, you can perform various action. Editing Tax Engines Access the Tax Engines page Click edit. The Edit Tax Engine page appears. Make any necessary updates you need. Click Update. Removing Tax...
This page specifies how the Client Manager operates. Access the General Settings Page From the Ubersmith Dashboard, click Settings. The Settings page appears. From the Clients – Clients section, click General Settings. The General...
Power seasons define how Ubersmith bills for power circuit utilization by defining a start and end date and corresponding billing rates, per kilowatt hour (kWh) in your currency, that apply for the hours of each day that falls within those dates...
Once you have added billing agreements, you can perform various actions on them. Disabling Billing Agreement Options Disabling a billing agreement prevents you from being able to collect client payments through the service. Access...
The Bitcoin BitPay plugin accepts cryptocurrency payments from your clients. Client payment forms are cryptocurrency, and Bitcoin converts and pays Ubersmith in the configured currency. Bitcoin will also convert any refunds back to cryptocurrency...
You can edit the default, built-in billing periods and edit and delete your own custom billing periods. Editing Billing Periods Access the Billing Periods page For the billing period you want to change, click Edit.The Edit Billing...
Once you have added a tax authority number, you can perform various action. Editing Tax Authority Numbers Access the Tax Authority Numbers page Click edit. The Edit Tax Authority Number page appears. Make any necessary updates...
A quote can start from a sales opportunity and, once a client signs it, becomes an order. This article covers viewing quotes — browsing the quote list, checking quotes waiting for approval, and reading an individual quote's details....