Invoice Builder lets you create invoices and quotes directly from your email composer, using ready-made templates. It's for anyone who bills customers, no design or accounting software needed. After finishing this article, you'll be able to create an invoice or quote, customize it with your business details, and send it in an email or download it as a PDF.
In your mailbox, click New Email to open the email composer.
2. In the composer window, click the Invoices tab. Invoice Builder opens in a new screen.
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Choose an invoice or quote template
In Invoice Builder, click the Invoices tab to create an invoice, or the Quotes tab to create a quote.
Browse the available templates.
To see how a template looks before using it, click Preview at the bottom left of the template.
When you find a template you want to use, click Use this template at the bottom right of the template.
The template opens in the editor, ready for you to add your details.
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Create your invoice or quote
The editor has a panel on the left that lists every block in your invoice or quote. Click a block in this panel, or click the edit icon on the block itself, to start editing.
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Add your business information
In the left panel, click Business Information.
To add your company logo, click Business Logo and upload an image. Then choose whether the logo appears top left, top right, or center.
In the Business Name field, enter the name of your business as you want it to appear on the invoice.
In the Email field, enter the email address customers should use to contact you.
If your business has a tax identification number, enter it in the Tax ID field.
In the Business Address field, enter your street address, city, state, and postal code.
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Add your customer's information
This section has two parts: Billing Information and Shipping Information. Use Shipping Information only if the delivery address is different from the billing address.
In the left panel, click Customer Information.
Under Billing Information, enter the customer's Customer Name, Email Address, Tax ID, and Billing Address. This information appears under Bill To on the invoice.
If the shipping address is different, enter the same details under Shipping Information. This information appears under Ship To on the invoice.
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Add invoice or quote details
In the left panel, click Invoice/Quote details.
In the title field, enter a title such as Invoice, Tax Invoice, or Sales Invoice.
In the Invoice/Quote Number field, enter a unique number to identify this invoice or quote.
Click Issue Date and select the date the invoice or quote is created.
Click Due Date and select the date payment is due.
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Add items and pricing
In the left panel, click Add items.
From the Currency dropdown, select the currency for this invoice or quote.
For each item, enter an Item Name and Description.
If you're billing for a product, turn on Quantity and enter the number of units. If you're billing for a service, leave Quantity off and use the Description field to note the number of hours instead.
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In the Price per unit field, enter the cost for one unit.
If tax applies, add it in the Tax field.
To add a discount, enter a percentage in the Discount (%) field.
In the Shipping Charge field, enter any delivery costs to add to the total.
If the customer already paid part of the total, enter that amount in the Advance Paid field. Titan subtracts this from the final total.
Titan calculates your discount first, based on price multiplied by quantity, then applies tax to the discounted price. The total amount also appears in words in the Amount in Words field, so the amount is clear to your customer.
Apply multiple taxes to an item
You can apply more than one tax to an item. For example, to charge a Classic Cotton T-Shirt priced at $25.00 with both a 6% state tax and a 3.5% local tax, add each tax separately using the steps below.
In the left panel, click Add items.
In the Items list, select the item you want to tax, or add a new item.
Scroll to the Tax section and click Add new tax.
In the Tax type field, enter a name for the tax, for example Local Tax.
In the Tax rate field, enter the percentage, for example 3.5%.
To add another tax to the same item, click Add new tax again and repeat the last two steps.
Add final details
In the left panel, click Other information.
To add your signature, click Signature and upload an image.
In the Bank Details field, enter your account information so customers know where to send payment.
In the Notes field, add any message for your customer, such as a thank-you note.
In the Terms & Conditions field, enter your payment terms or return policy.
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Change the color theme and font
Click the Design tab, next to the Edit tab.
Under Color, click a palette to change your template's colors.
Under Fonts, click a font style to change your template's font.
Your invoice or quote updates immediately to show the new colors and fonts.
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Download or insert your invoice or quote into an email
Download the invoice or quote
Click Download at the top right of the editor.
Titan generates a PDF of your invoice or quote and saves a copy to your device.
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Insert the invoice or quote into an email
Click Insert in email at the top right of the editor.
Titan fills in the To, Subject, and Body fields of your email with a template, and attaches a PDF of the invoice or quote.
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If you already filled in the To, Subject, or Body fields before inserting the invoice or quote, Titan keeps what you entered. Titan only fills in fields that are still empty.
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Manage your invoices and quotes
Open Invoice Builder to see the Manage screen, which lists every invoice and quote you've created. Titan sorts entries by last modified date, so your most recent updates appear at the top.
Each entry shows:
Invoice number
Customer name
Issue date
Due date
Amount
Status
More options (3 dots on the right side) — to preview, edit, duplicate, or delete the invoice or quote
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Update the status of an invoice or quote
On the Manage screen, find the invoice or quote you want to update.
Click Update Status.
Select a status: Mark as Sent, Mark as Overdue, Mark as Paid, Mark as Write-off, or Remove status.
The status label next to the invoice or quote updates immediately.
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Titan doesn't update these statuses automatically. Update them yourself as your invoice or quote progresses.