Ubersmith can be configured to automatically charge clients late fees based on past due invoices. Once assessed, late fees are added as one time fee services to the client's account and will appear in their next generated invoice. ...
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 is a one-way sync from Ubersmith to QuickBooks Online, mapping Ubersmith data to its respective QuickBooks Online data by linking both of their IDs. For example, when exporting an invoice for the Ubersmith...
The Charge Queue Manager within 'reports & stats' allows you to see all credit card transactions which are currently in progress or have recently failed. The top of the page displays a summary of all pending/failed charges...