Order invoice

To create or edit an order invoice:

1. From the Orders section of Titan Office, double‑click any order to view the order details.
2. At the top of the order details screen, click Invoice.

   

3. Add information to your invoice by typing the new information in the appropriate field, or select it from a drop‑down menu:
   • To add an additional line item charge, select the fee description from the drop‑down menu. If you want to add a fee that isn't included in your products list, manually enter the Description and the fee amount. Once you've selected the fee or entered a new fee, click Add to update your invoice and add the new fee.
   • To enter a payment you've received from your client, select the payment type, enter any additional details about the payment, and click Add to update the invoice with the payment.
   • If Fee Splits are enabled, choose who receives portions of the fee(s) received, the date paid, their percentage, and the amount paid.
4. While you're editing the invoice, there are a number of other actions you can perform using the buttons on the upper right:
   • Order — Takes you to the order associated with this invoice.
   • Export PDF — Allows you to save a PDF copy of the invoice.
   • Send — Allows you to email a copy of your invoice.
   • Process Credit Card — Allows you to apply a credit card payment.
   • Mark as Paid — Allows you to enter payment information.
   • Delete — Deletes your invoice.
5. When you're finished, click Save on the upper right, then Close to return to the order.