Ubersmith can charge late fees automatically when a client does not pay an invoice on time. Ubersmith adds each late fee to the client account as a one-time fee service. The client gets the late fee on the next invoice. A late fee schedule sets the...
You can refund whole or partial invoice payments and account credits. This function also supports the Purchase Return Authorization (PRA) mandate. This mandate gives cardholders the same visibility to see a pending refund authorization for their...
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...
You can select your default method to use for tax calculation when associating invoice line items to account credits. Access the Tax Rates page In the Tax Calculation section, From the Default Tax Calculation Method, select either...
The Invoice Notices Settings page lists the available configuration settings for the Client Manager’s invoice notices. Access the Invoice Notice Settings Page From the Ubersmith Dashboard, click Settings. The Settings page...
Once you have added a tax rate, you can perform various action. Editing Tax Rates Access the Tax Rates page Click edit. The Edit Tax Rate page appears. Make any necessary updates you need. Click Update. Removing Tax Rates...
The Charge History report is a calendar-view breakdown of the number of accepted and declined charges for the selected month and selected brand. Clicking on a given total displays the Charge Log report for the date and type of charge result. ...
The QuickBooks Online Exporter plugin sends data from Ubersmith to QuickBooks Online (QBO). It is a one-way export. Changes that you make in QuickBooks Online do not come back to Ubersmith. The plugin exports these items: Clients Service plans...
The Charge Queue Manager shows the automatic payments that Ubersmith will try to charge later. The queue has two types of entries: Scheduled payments: When an invoice has a charge date after the invoice date, Ubersmith adds the payment to the queue....