OFFICE: Billing Your Clients
Accept online payments and manage client billing through Unificus with multiple invoicing and payment options.
Getting Started with Client Payments
Configure your payment methods to collect funds directly from clients through the Unificus platform.
Payment Gateways
To accept payments online, you’ll need to connect a Payment Gateway. Your options include Stripe, Braintree, PayPal, and Authorize.net. This gateway connection is essential—it’s the mechanism that transfers funds from your clients to your account when transactions occur on the platform.
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Invoices
Create and send Invoices directly to your clients’ Unificus dashboards for immediate viewing and payment processing. Include line items, apply taxes and discounts, and format everything in your preferred currency with custom branding options.
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Invoice Generators
Save time by pre-building Invoice Generators for standard billing scenarios you repeat frequently across different clients. This feature works exceptionally well for service-based businesses that charge tiered or package-based fees rather than tracking individual line items.
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Recurring Generators
When clients subscribe to ongoing services with monthly billing, Recurring Generators handle the process automatically. The system produces fresh invoices on your chosen schedule without requiring manual intervention each cycle.
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Subscription Plans
For a more streamlined approach than Recurring Generators, Subscription Plans charge client cards automatically at regular intervals. No invoices to send or payments to collect individually—everything processes seamlessly in the background once activated.
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Accumulating Generators
Need scheduled billing like Recurring Generators, but with variable amounts each cycle? Accumulating Generators generate invoices on a fixed schedule while allowing you to adjust line items before each one sends. After generation, the content resets so you can customize the next billing period.
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Estimates
Quote work before committing to a final price by sending an Estimate to your client. This preliminary document requires client approval—once accepted, it automatically transforms into a payable Invoice.
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