OFFICE: Invoice / Estimate / Document / Expense Settings
Configure defaults for invoices, estimates, documents, and expenses in Unificus.
Invoice Configuration
Invoice Settings control how your invoices are shared, who receives notifications, and what happens when clients view them.
Go to Office > Settings and select the Invoices tab from the left sidebar.
Logo & Basic Info
Upload a company logo to display on all invoices. Use the Select File button or drag and drop an image onto the designated area.
- Currency: Choose your default invoice currency and decide whether to show the currency code.
- Invoice Prefix: Text that appears before the invoice number.
- Invoice Number: Starting number for sequential invoice generation.
- Tax Decimal Numbers: Set how many decimal places taxes will display.
- View your Billing Dashboard
Email Notifications
- Review: Get notified when invoices in Draft status are ready for your review.
- Thank You Email: Send clients a thank-you message with a downloadable copy when they make a payment.
- Payment Due Reminder: Set how frequently and for how long payment reminders are sent.
- Due Date Approaching: Specify how many days before the due date to send a reminder.
Customize these emails in your Email Templates settings. Learn more
Other Info
Use placeholders like [contact_name] to auto-fill the “Bill To” name and address fields. The placeholder pulls from the assigned contact or company’s primary contact.
Set default text for Terms & Conditions, Note to Customer, and Payment Description that will populate when creating invoices.
Optionally attach a PDF copy of the invoice to clients when it’s marked as Open.
View Invoice Notification
Designate staff members to receive alerts whenever a client opens an invoice.
Estimate Configuration
Estimate Settings let you control how estimates are shared and who receives notifications when clients interact with them.
Go to Office > Settings and select the Estimates tab from the left sidebar.
Logo & Basic Info
Add your company logo to estimates using the Select File button or drag-and-drop functionality.
- Currency: Pick your default currency and choose whether to display the currency code.
- Estimate Prefix: Text that precedes the estimate number.
- Estimate Number: Starting number for sequential estimate generation.
- Expiration Reminder: Set how many days in advance to alert clients before an estimate expires.
- Auto-Invoice: Enable automatic invoice creation when an estimate is approved.
Other Info
Set default text for Terms & Conditions, Note to Customer, and Payment Description that will pre-populate when creating estimates.
View Estimate Notification
Select staff members to get notified when a client views an estimate.
Document Configuration
Document Settings let you customize how documents appear and who gets notified about document activity.
Go to Office > Settings and select the Documents tab from the left sidebar.
Logo & Basic Info
Add your company logo to documents. Click Select File or drag and drop your image into the space provided.
Notification Settings
Choose which staff members receive alerts when clients complete document signatures.
Security Settings
Enable clients to sign documents without logging in. When activated, you can control:
- How many times the access link can be used
- How many days the document remains accessible before the link expires
When this setting is on, a new Copy Document Link option appears in the Options menu.
Click it to copy the link and share it via Secure Messaging or any external method.
Learn more about Secure Messaging
IMPORTANT: Enabling this feature means HIPAA compliance cannot be guaranteed. Do not use this setting if you handle information that requires legal privacy protection.
Customization Options
Show images for Items, Add-ons, and Packages in client-facing documents.
Enable the Billing Dashboard to give clients a centralized view of all their billing information. Configure this in Flyout > Custom Menus.
Learn more about the Billing Dashboard
Expense Merchants
Expense Merchants are vendors from whom you purchase goods, services, or resources.
Click + Add Merchant to enter the merchant name and description.
Expense Items
Expense Items represent the costs and descriptions of goods, services, or resources your business purchases.
Click + Add Expense Item to record expense details.
You can also set up automations to trigger when an expense item is added to a paid invoice, an approved estimate, or a signed proposal.