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 How to use Titan invoice builder
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How to use Titan invoice builder

Titan Invoice Builder allows you to create and customise professional invoices and quotes using ready-made templates.  

This article explains how to create invoices and quotes, customise templates, add your business, customer, and product details, and download or insert the finished document into an email. 

 

On this page 

 

How to access the invoice builder

  1. Click New Email to open the email composer.  
  2. Select the Invoices tab. 

 

How to create an invoice or quote

To create an invoice, first select a template. Follow the steps below:

  1. Go to Invoices tab in the email composer.  
  2. Select Invoices or Quotes. You can choose any of the templates and get started with creating the invoice or quote.  
  3. Click Preview at the bottom left of the specific template to see how it looks.  
  4. Click Use this template on the bottom right of the specific template to open the editor. 

Creating your invoice or quote 

After you select a template, the editor opens. The left pane displays all the sections of the invoice or quote. To edit a section, select it from the left pane or click the Edit icon on the section in the preview.  

This is where you add your business details.

  • Business Logo  
  • Business Name  
  • Email  
  • Tax ID  
  • Business Address 

You can add your customer’s details in the customer information section. There are two parts: Billing Information and Shipping Information, making it easy to manage both addresses if they’re different. 

  • Billing Information: This information appears under the “Bill To” section on the invoice. You can fill in:  
    • Customer Name   
    • Email Address   
    • Tax ID   
    • Billing Address  
  • Shipping Information: This section is for delivery or shipping details, and it appears under the “Ship To” section on the invoice.   
    • Customer Name  
    • Email Address  
    • Tax ID  
    • Shipping Address 

This section lets you fill in the key information related to the invoice itself.

  • Invoice/Quote Title  
  • Invoice/Quote Number  
  • Issue Date  
  • Due Date  

This section is where you list the products or services you're billing for. You can enter item details, set pricing, and include any additional costs or discounts.

  • Currency  
  • Items: For each item, you can enter:    
    • Item Name  
    • Description  
    • Quantity  
    • Price per unit 
  • Tax   
  • Discount (%)  
  • Shipping Charge  
  • Advance Paid  
  • Amount in Words 

This final section lets you include any extra details that make your invoice complete.

  • Signature  
  • Bank Details  
  • Notes  
  • Terms & Conditions 

How to add multiple taxes to an Item 

You can apply more than one tax to a single item by listing each tax in the Tax field.   

  • State Tax (6%)  
  • Local Tax (3.5%) 

How to apply multiple taxes to an invoice 

To apply multiple taxes to an item, add each tax separately in the item editor. Follow the steps below:

  1. Click on Add items from the left panel.  
  2. In the Items list, select the item you want to apply the tax to or add new item  
  3. Scroll down to the Tax section and click on Add new tax.  
  4. In the Tax type field, enter the name of the tax (e.g., Local Tax).  
  5. In the Tax rate field, enter the percentage value.  
  6. To add another tax, click Add new tax again and repeat the steps.  
  7. Download or insert the invoice/quote into email 
  8. How to download or insert the invoice/quote into email 

How to customize the color theme and font

To further personalize the invoice/quote, select your preferred color theme and fonts from the options in the Design tab next to the Edit tab.   

  1. Open the Design tab, located next to the Edit tab   
  2. From under Color, pick from our range to change the palette of your template as per your requirement   
  3. From under Fonts, pick a font style from the set of options 

 

How to download or insert the invoice/quote into email

  1. Click on the Download button at the top right This will generate a PDF for the invoice   
  2. Save a local copy.  

How to insert the invoice into email  

  • Once you have finished editing the invoice/quote, insert it by clicking the Insert in email button at the top right.   
  • On inserting the invoice/quote into the email, the fields such as To, Subject and Body of the email will be automatically filled with a template and a pdf of the Invoice/Quote will be added as an attachment. 

 

How to manage invoices and quotes

Once you create an invoice or quote, accessing the Invoice Builder will take you to the Manage screen.  

The Manage screen in the Invoice Builder provides a clear overview of all your created invoices and quotes. They are automatically sorted by their last modified date, so the most recently updated ones appear at the top of the list, making it easy to stay on top of your latest activity.    

Each entry in the list displays the following information:   

  • Invoice number   
  • Customer name   
  • Issue date   
  • Due date   
  • Amount   
  • Status   
  • More options 

How to update invoice or quote status 

From the Manage screen, you can easily update the status of any invoice to reflect its current state by clicking on Update Status. Here are the available status options: 

  • Mark as Sent: Updates the status to Sent, indicating the invoice has been sent to the customer.  
  • Mark as Overdue: Updates the status to Overdue, showing that the payment due date has passed. 
  • Mark as Paid: Updates the status to Paid, confirming that the invoice has been settled.  
  • Mark as Write-off:  Updates the status to Written off, useful for invoices that will not be collected. 
  • Remove status: deletes the currently set status and the status goes back to “Update status”. 

These options help you stay organized and keep track of where each invoice stands in your billing workflow.

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