Invoicing Recurring Billing

• Credit Card Vaulting

  Securely store and manage contact credit cards with military-grade encryption and PCI compliance.

• Managing Office Features for Uninvited Clients

  Configure email templates to properly support Office features for clients who haven't been invited to your portal.

• OFFICE: Accumulating Generator

  Set up automated recurring invoices that accumulate items and generate on a schedule.

• OFFICE: Add your currency

  Set up currencies in Unificus by navigating to settings and selecting from available options.

• OFFICE: Allocating Timers

  Learn how to convert paused timers into billable invoice items within Unificus.

• OFFICE: Billing Your Clients

  Accept online payments and manage client billing through Unificus with multiple invoicing and payment options.

• OFFICE: Estimates

  Create and manage estimates in Unificus, then convert them to invoices once approved.

• Office: Expenses

  Learn how to track, categorize, and manage business expenses in Unificus.

• OFFICE: Importing Invoice Items

  Bulk upload invoice items, add-ons, and packages using CSV files instead of manual entry.

• Office: Installment Payments

  Set up payment plans that let clients pay invoices and estimates in scheduled portions.

• OFFICE: Invoice / Estimate / Document / Expense Settings

  Configure defaults for invoices, estimates, documents, and expenses in Unificus.

• OFFICE: Invoice Custom Fields

  Add extra information to invoices using custom fields for tax IDs, URLs, and more.

• OFFICE: Invoices

  Create and manage invoices in Unificus, track payments, and customize billing for your clients.

• OFFICE: Items / Add-ons / Packages / Taxes / Discounts Settings

  Configure billing items, add-ons, packages, price bumps, taxes, and discounts in Unificus.

• OFFICE: On-Demand Invoice Generators

  Generate invoices on demand by pre-configuring templates and triggering them when needed.

• OFFICE: Payment Gateways

  Connect and configure payment gateways in Unificus to process client payments securely.

• OFFICE: Payment Types

  Create custom payment types to organize manual payments on your invoices.

• OFFICE: Proposals & Proposal Generators

  Learn to create, configure, and manage proposals and proposal generators in Unificus.

• OFFICE: Recurring Generators

  Set up automated invoice generation on custom schedules with Unificus Recurring Generators.

• OFFICE: Stored Payment Information

  Securely store client payment details for faster invoice processing without staff exposure.

• OFFICE: Stripe ACH Payments

  Set up and manage ACH bank transfers through Stripe in Unificus for cost-effective client payments.

• OFFICE: Subscription Plans

  Set up recurring billing in Unificus using subscription plans with automated charges on your schedule.

• OFFICE: Subscription Settings

  Configure subscription plans, trial reminders, payment retries, and notification preferences in Unificus.

• Your Billing Dashboard

  Access your billing information, invoices, payment methods, and subscriptions in one convenient location.