Using Invoice Tracker with Clio

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…)

Read more

How to integrate with Clio

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…)

Read more

How to navigate to the integration and connect

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…)

Read more

Authentication Process

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…)

Read more

How to configure Xero integration

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…)

Read more

How to configure QuickBooks integration

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