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Email Settings

Tuesday, 10 July 2018

Easily manage your company information and details that appear on your personalized email reminders.

From the navigation click on ‘Settings’

From the left side navigation, select ‘Email Settings’ (more…)

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Disconnecting your QuickBooks account

Tuesday, 10 July 2018
navigation-bar

You can disconnect your accounting software from the settings tab inside the web app in the navigation bar.

navigation-bar

Click on this and scroll down the page until you see account settings on the left-hand side.

account-settings

On the next screen, you will see your connected accounting software, to the right there is a disconnect link – click on this

disconnect-integration

You will be prompted to confirm your action, to proceed write DISCONNECT in the box and select the green ‘disconnect’ button

The following screen confirms that your accounting software has been successfully disconnected.

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Disconnecting your Xero account

Tuesday, 10 July 2018
navigation-bar

You can disconnect your accounting software from the settings tab inside the web app in the navigation bar. (more…)

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Do I pay for Support?

Tuesday, 10 July 2018

Support is always free at eBillity support is always free, so is your account set up. Our team of product specialists are here to help you throughout the onboarding process and during the lifetime of your subscription! (more…)

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What is Auto-Collect?

Tuesday, 10 July 2018

The auto-collect feature allows you to automate your invoice reminders by establishing “rule sets”. These rule sets tell Invoice Tracker when to automatically send an invoice reminder. (more…)

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How does pricing work?

Tuesday, 10 July 2018

There are four levels of pricing to choose from and they are based on the number of invoices you need to send each month. You can learn more about pricing here scroll down to see more FAQs directly related to pricing. (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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