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Using Invoice Tracker with Clio

Sunday, 09 December 2018

Once you have connected your Clio account with Invoice Tracker you will be able to:

  1. Sync Invoices
  2. Create email reminders
  3. Start a collection
  4. Reconcile payments

(more…)

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How to integrate with Clio

Sunday, 09 December 2018

To connect with Clio you first have to create an Invoice Tracker account.

1. Select ‘Try it free’ from the navigation

2. Complete and submit the signup form

(more…)

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How to navigate to the integration and connect

Tuesday, 10 July 2018
select-integration

When you sign up for a free 30-day trial of Invoice Tracker you can easily connect your Xero, QuickBooks or Time Tracker +Billing account by following the intuitive setup wizards. (more…)

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Authentication Process

Tuesday, 10 July 2018
sign-up-invoice-tracker

The following screens show you the step by step process of connecting your accounting software to Invoice Tracker:

Step 1: Sign up for a free 30-day trial of Invoice Tracker (more…)

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How to configure Xero integration

Tuesday, 10 July 2018

The integration with Invoice Tracker and your accounting software is a one-way data sync. Information related to your client, invoice, and payment are synced with Invoice Tracker. You don’t need to configure your account you just need to log in and allow Invoice Tracker access when prompted. (more…)

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How to configure QuickBooks integration

Tuesday, 10 July 2018

The integration with Invoice Tracker and your accounting software is a one-way data sync. Information related to your client, invoice, and payment are synced with Invoice Tracker.  (more…)

Read more
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Categories

  • Clio
  • FAQs
  • Integration
  • QuickBooks
  • Settings
  • Xero

Support Articles

  • Using Invoice Tracker with Clio

    Once you have connected your Clio account with ...
  • How to integrate with Clio

    To connect with Clio you first have to create a...
  • select-integration

    How to navigate to the integration and connect

    When you sign up for a free 30-day trial of Inv...
  • Authentication Process

    The following screens show you the step by step...
  • How to configure Xero integration

    The integration with Invoice Tracker and your a...

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