The Add Service Plan page is a two-step wizard that guides you through configuring service plans that serve as the foundation for billing your clients. Once your service plans are configured, you can begin setting up services for your clients&...
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. ...
The Invoice/Renewal Calendar is a report that is meant to give the user a bird's eye view of expected income both in past months and projecting into the future. The page itself is presented as a calendar view with three key statistics being...
This section defines default values for the various invoice configuration options. When a new client is added, the values entered here are automatically set in the client's account. These settings can be easily changed by editing the client&...
Strong Customer Authentication (SCA) is a form of multi-factor authentication required for merchants within the European Union (EU) who collect credit card payments from clients also within the EU. Payments that requires SCA can only be completed...
You can change the appearance of your generated PDF invoices by customizing the default invoice PDF template using HTML, variables, filters, and blocks. If you have more than one brand, you can customize the appearance of each brand's...
This page configures how you will receive payments from clients. This configuration is also Step 3 of 4: Payment Processing Options of the Welcome Wizard. Access the Payment Processing Options Page From the Ubersmith Dashboard,...
Ubersmith integrates with SureTax to provide automatic tax calculations. SureTax is third-party software that provides tax services. It calculates sales and use tax in real time for thousands of jurisdictions across the US and Canada. You can...
The Credit Card Options page sets how Ubersmith charges clients automatically, and how it retries failed charges. The settings apply to credit cards, ACH bank accounts, and billing agreements. The Credit Card Options page is also step 2 of 4 of the...
A tax exemption type is a reason that a client does not pay some taxes, for example because the client is a non-profit organization or a government agency. After you add a tax exemption type, you can give a tax exemption of that type to a client....