Using Invoice Tracker with Clio
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
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
How to navigate to the integration and connect
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…)
Authentication Process
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…)
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…)
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…)