Managing Office Features for Uninvited Clients

Overview of Office Features for Uninvited Clients

Unificus now allows you to leverage Office capabilities—including Invoices, Invoice Generators, Recurring Generators, Accumulating Generators, Estimates, Subscriptions, and Proposals—with clients in “Not Invited” status, just as you would with registered portal users.

Important: To prevent clients from receiving incorrect email notifications, you must adjust your Email Templates before activating this feature. This applies even if you haven’t made any customizations to your templates.

For details on using Documents with uninvited clients, see our Documents guide.

Email Template Configuration Options

You have three approaches to configure your templates:

1. Reset templates to system defaults with a single click
2. Modify templates to use only direct, non-login links
3. Create duplicate templates with conditional logic for different client statuses

Accessing Email Templates

Navigate to Flyout Menu > Email Templates.

All templates requiring modification are located within the Office section.

When you select a category, use the top menu to browse different template variations. Templates needing changes are detailed below.

Each template displays your current version on the left side and the system default on the right.

Templates Requiring Modification

Invoices

• On Create Invoice
• On Create Invoice - No Payment
• Payment Thank You
• Invoicing - Payment Due
• Invoice Due Date Approaching

Estimates

• New Estimate Notification
• Estimate Expiring
• Send Invoices when Estimate is Approved

Proposals

• New Proposal Notification
• Proposal Expiring

Subscription

• Failed Payment Email (Client)

Option 1: Reset to System Defaults

If your templates contain no customizations, simply click Reset to Default in the bottom left corner of the template page.

Your template will update to the system default immediately—no further action needed.

Option 2: Use Non-Login Links Only

If you’ve already customized your templates and prefer not to create duplicates, modify them to include only links that don’t require login.

Use the placeholder options listed in the “Body Placeholder” section at the top of the page. Make sure the [log-in] placeholder is removed, and rephrase your message to avoid requesting login.

This approach works for both invited and uninvited clients.

Option 3: Use Conditional Logic Placeholders

If you need different messaging for invited versus uninvited clients, create two template versions and wrap each with conditional logic placeholders.

For invited clients (those expected to log in), wrap the text with:

[%if invited%]
[%endif%]

For uninvited clients (no login required), wrap the text with:

[%if not invited%]
[%endif%]