Once you have connected your Clio account with Invoice Tracker you will be able to:
- Sync Invoices
- Create email reminders
- Start a collection
- Reconcile payments
1. Sync Invoices
Once you’ve connected the two accounts your approved quick bill invoices in Clio will sync automatically with Invoice Tracker every 15 minutes but if you want to run a manual sync you need to follow these steps:
a) Create a new quick bill in Clio and approve it
b) Go to Invoice Tracker and select the ‘Invoices’ tab
c) Click the ‘Resync’ link on the right side of the screen
d) Once completed you will see the number of invoices updated (under the ‘resync’ link) and a link to ‘Reload this page’, click on the link
e) When the page reloads you will see the new invoice/s in the collection table
To Sync paid invoices follow these next steps:
a) Pay a Quick Bill in Clio
b) Go to Invoice Tracker and select the ‘Invoices’ tab
c) Click the ‘Resync’ link (as above)
d) Once completed you will see the number of invoices updated (under the ‘resync’ link) and a link to ‘Reload this page’, click on the link (as above)
e)When the page reloads you will see the paid invoice on the ‘Paid’ section of the screen
2. Create email reminders
Once you have imported your invoices to Invoice Tracker the next step is to create a reminder set, these are a series of emails that will be sent to your clients during the collection cycle.
Watch this video to see how to create a reminder set
Create your own reminder set
a) Go to Reminder sets > Create reminder sets and select the ‘Blank’ option
b) From this page, you’re able to create a reminder email set. Mix and match the templated emails and add your own to create a unique set.
3. Start a collection
Once you have created your Reminder Set you need to assign invoices to the collection.
Return to the ‘Invoices’ screen and select one or multiple invoices by selecting the checkbox – then click on ‘Start Collection’
b) On the next screen, you will see the list of Reminder Sets you have created, choose the one you want to use for the selected invoice/s.
NOTE: Once you choose a reminder set the emails will be active and will move to the ‘Active Reminders’ section on the ‘Invoice’ page.
4. Reconcile payments
If you use Stripe payment gateway connect it with Invoice Tracker. Payment links are added to your invoices so your clients can make immediate payment. Invoice Tracker syncs automatically with Clio every few minutes so when a payment is received emails stop.
Connect Stripe – to connect to Stripe go to Settings and select ‘Connect to Stripe’ from the left side menu.
NOTE: Once an invoice is paid it will move to the paid section on the ‘invoice’ page and will also appear as paid in Clio.