Payment options

When creating invoices on Titan Office, you can have the payment method already filled in with a specific entry for each client. This is particularly useful for requiring credit card payments from certain clients.

1. From the Fees section of Titan Office, click Payment Options on the left.
2. Check the Enable Client Accounting on the XSite box to enable client accounting features on your XSite and allow your clients to view payment and invoice histories.
3. To require clients to pay by credit card, check the boxes to require all clients, or only new clients. Remember that you must first enable Titan Office's credit card processing tools for this to work.

   If you don't want to require all clients to pay by credit card, you can also choose individual clients you want to require to pay by credit card on a case‑by‑case basis in the Client Contacts section at the bottom. Jump to step 6 for details.

4. Choose the payment methods you accept. These appear in the payment method drop‑down menu on the order form and invoice forms your clients see.
5. If you want to require your client(s) to submit payment before they can access completed reports, locate the client(s) in the list of Client Contacts at the bottom, and check the box in the Payment Required column.
6. If you want to require credit card payment for a specific client instead of globally requiring it for all clients, locate the client(s) you wish to pay by credit card from the list of Client Contacts and check the box in the CC Required column.
7. When you're finished, click Save on the lower left to save your changes.