How to Email TIEIT Invoices and Estimates

You can easily share and email invoices and estimates that have been created on TIEIT. When sending an email, TIEIT generates a unique link for each invoice. To learn how to do this, please read the instructions or watch the video below.

Sending an Invoice Through an Invoice or Estimate Listing Page 

1. Click the Transactions icon on the left side panel. On the top blue bar, select Invoices if you would like to search and send an invoice or Estimates if you would like to search and send an estimate. You can search for the invoice or estimate number you would like to send to your contact by entering the details in the search bar. When you have found your invoice or estimate, click the icon with the 3 circles that appear to the right of the invoice or estimate name.

2. A drop-down menu will appear. Select the Email option.

3. An email window will appear with a link. This link lets customers view the invoice or estimate.

Notes:

• Emails will not send if an email account has not been linked on TIEIT. This can be added through your personal settings.
• If you are using a saved response, please copy the invoice/estimate link first. Adding a saved response will remove this link.

In this email window, you can add additional contacts in the TO line, CC or BCC other contacts and edit the subject line.

There is also a formatting toolbar that appears below to edit the text, add links, add images and more.

Next to the send button, there are additional editing options you can add to your email such as:

• Schedule Mail (Clock Icon) - This allows you to set when an email sends.
• Email Tracking (Eye Icon) - This allows you to track if a contact opens and views an email
• Saved Responses (Floppy Disc Icon) - If you have saved response templates saved, you can add them by clicking the icon.
• Add Attachments (Paperclip Icon) - Add attachments to the email by clicking this icon.
• Scheduling Link (Calendar Icon) - Add a link that leads to a scheduling (event) calendar on TIEIT
• Merge Tag (Arrow Icon) - Adding a merge tag allows you to add data from certain fields on TIEIT. For example, you can add the first and last name fields to automatically populate the first and last name of the contact in the email.
• Add Signature (Pen Icon) - Add the email signature that you have saved on TIEIT to your email.
• Short URL (Link Icon) - This allows you to link a URL

Sending an Invoice from an Invoice or Estimate

1. Click the Transactions icon on the left side panel. On the top blue bar, select Invoices if you would like to search and send an invoice or Estimates if you would like to search and send an estimate. A listing page will appear. You can search for the invoice or estimate number you would like to send to your contact by entering the details in the search bar. When you have found your invoice or estimate, click the invoice or estimate number.

2. From the invoice or estimate page, select the more actions drop-down menu. Select the send email option.

3. An email window will appear with a link. This link lets customers view the invoice or estimate.

Notes:

• Emails will not send if an email account has not been linked on TIEIT. This can be added through your personal settings.
• If you are using a saved response, please copy the invoice/estimate link first. Adding a saved response will remove this link.

In this email window, you can add additional contacts in the TO line, CC or BCC other contacts and edit the subject line.

There is also a formatting toolbar that appears below to edit the text, add links, add images and more.

Next to the send button, there are additional editing options you can add to your email such as:

• Schedule Mail (Clock Icon) - This allows you to set when an email sends.
• Email Tracking (Eye Icon) - This allows you to track if a contact opens and views an email
• Saved Responses (Floppy Disc Icon) - If you have saved response templates saved, you can add them by clicking the icon.
• Add Attachments (Paperclip Icon) - Add attachments to the email by clicking this icon.
• Scheduling Link (Calendar Icon) - Add a link that leads to a scheduling (event) calendar on TIEIT
• Merge Tag (Arrow Icon) - Adding a merge tag allows you to add data from certain fields on TIEIT. For example, you can add the first and last name fields to automatically populate the first and last name of the contact in the email.
• Add Signature (Pen Icon) - Add the email signature that you have saved on TIEIT to your email.
• Short URL (Link Icon) - This allows you to link a URL

Click the send button when you are done editing your email.