Adding and Managing Customers in Invoices

Your customer list in Titus stores contact information for everyone you invoice. You can add customers manually or they are created automatically when you send an invoice.

Adding a Customer

To add a customer manually, go to Customers and click Add customer. Enter the customer's name, email address, and phone number. Click Save. The customer will now be available to select when creating invoices.

Editing a Customer

Titus currently does not allow editing of customer information. If customer information is incorrect, you will need to add a new customer entry.

Viewing Customer Invoice History

From a customer's profile, you can view all invoices sent to that customer, including their status and payment history. This makes it easy to track outstanding balances and past transactions for each contact.

Tips

• Keep customer email addresses up to date so invoice notifications reach them reliably.
• To view activity on a specific invoice, you'll want to go to the Invoices section and click View Invoice