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Titus Knowledge Base
Invoicing & Proposals
Invoicing & Proposals
Getting Started
What are proposals?
How do I set up Titus Invoicing & Proposals?
Start from a Titus proposal template
How do I create and send a proposal?
What is Titus Invoicing?
Creating and Sending an Invoice
How to add Pay at Close to your invoices and proposals
Invoice Default Settings
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Proposal Management
How do I send a proposal quote or estimate?
Setting Up Invoice Line Items in Proposals
How do I manage a proposal after I've sent it?
Can I require specific signers on a proposal?
How do I receive and sign a proposal?
Customer & Project Management
Adding and Managing Customers in Invoices
Using Projects in Invoicing to Organize by Property
Payments & Fees
How do I add sales tax on invoices and proposals?
Invoice Payment Methods
Invoice Payment Timing
Understanding Invoicing Fees
Renewals & Incidentals
Setting Up Automatic Renewals for Staging
How do invoice renewals work?
What are Incidental Charges and how do I use them?
How do I manage renewals and incidentals for invoices? (Business Only)
Collections & Troubleshooting
How do I cancel a proposal my customer has already accepted?
Can I edit an invoice after it has been sent or paid?
Invoice Late Fees and Overdue Reminders
Invoicing FAQ and Troubleshooting
Project dates
How does project installation date work?
