Creating and Sending an Invoice

This article walks you through creating your first invoice in Titus.

Step 1: Start a New Invoice

From your Titus dashboard, click the Invoices tab in the left sidebar, then click Create Invoice.

Step 2: Add a Customer

Select an existing customer or add a new one. Enter their name and email address. The invoice will be emailed to this address.

Step 3: Add Line Items

Enter the name, description, quantity, and rate for each service. Mark items as taxable if applicable. You can save frequently used items to your catalog for quick access on future invoices by clicking Save Item.

Click Add Item to add more line items, or click Browse Catalog to select from your saved items.

Step 4: Link to a Project (Optional)

If this invoice is tied to a specific property, enter the address in the Project field. This helps you track billing by listing address.

Step 5: Configure Billing

One-time invoice: Leave the Renewals toggle off.

Recurring billing: Toggle Renewals on to automatically charge the customer on a schedule (for example, monthly for staging furniture rentals). See the Setting Up Recurring Billing article for details.

Step 6: Choose Payment Methods

In the Payment Methods section, toggle on/off the payment types you want to accept for this invoice: Credit/debit cards (Visa, Mastercard, Amex, Discover) or Titus Pay at Close (your client can apply for financing and defer payment until their home sells). You can enable both so the client sees all options at checkout.

Step 7: Configure Incidentals (Optional)

If you want to protect against lost, stolen, or damaged items, toggle on 'Require card on file' for incidentals. Set your charge limit and customize your incidentals policy. The customer will be required to agree to this policy during checkout.

Step 8: Review Settings

Check the Settings section at the bottom of the invoice: invoice date and due date, late fee amount and grace period (if enabled), overdue reminder schedule, sales tax rate, and notes to the customer. These pull from your default settings, but you can adjust them for each invoice. You can adjust your default invoice settings by navigating to Settings > Invoices. 

Step 9: Send or Save

Create and Send: You can choose to send the invoice via Email, SMS or by copying a link. 

Save as Draft: Saves the invoice so you can review or edit it before sending.

You can track the status of all invoices from the Invoices tab in your dashboard.