eBillity

BLOG  |  CONTACT  |  LOG IN
  • HOME
  • ACCOUNTS RECEIVABLE
  • GET STARTED
  • INTEGRATIONS
  • PRICING
TRY IT FREE
  • Home
  • Help Center
  • How to integrate with Clio

How to integrate with Clio

by admin / Sunday, 09 December 2018 / Published in

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

3.  You will then need to select ‘Clio’ from the Integration page

4. A pop up will open asking you to enter your Clio credentials. Enter your details and ‘Sign In’

5. Next, you need to select ‘Allow Access’

6. The two accounts are now connected,  select ‘close screen’

7. Invoice Tracker will then start a data sync with Clio. Once completed you will see the below message showing how many invoices were imported (Only APPROVED QUICK BILLS from Clio will be imported to Invoice Tracker)

Next, select the button ‘go to the invoice dashboard’

8. You will be prompted to verify your email address.

Note: invoice Tracker will not work until you verify your email address this is to ensure the application does not send spam mail. You cannot use Invoice Tracker without authenticating your email address.

Select ‘Continue to Invoice Tracker’ to close this screen

9. A setup wizard will appear you can close the tour by clicking on ‘No thanks.’ and check the box ‘Don’t show this again’ or you can follow the intuitive setup.

10. You will be redirected to Invoices where you will see all of your imported invoices.

You have successfully integrated the two products.

To get started watch the ‘Getting Started Video’

About admin

What you can read next

Invoicing
Not Sure When You Should Be Invoicing Clients? Here Are Some Tips.
invoicing mistakes
Invoicing Mistakes You Should Never Make
account overdue
Account Overdue? Here Are a Few Tips on Collecting Invoices

Recent Posts

  • Reducing Business Expenses

    The Top Five Tips for Reducing Expenses in Your Business

    Reducing expenses is the fastest way to improve...
  • Company Budget

    How to Create and Stick to a Company Budget

    If you’re running a small or medium sized busin...
  • cash flow

    Experiencing a Cash Flow Crunch? Here’s What You Can Do

    Whether it’s the seasonal ebb of low cash flow,...
  • Key Performance Indicators

    How Do You Know Your Business is Successful? Track These Key Performance Indicators

    The best way to evaluate the success of your bu...
  • invoicing mistakes

    Invoicing Mistakes You Should Never Make

    You know that to get paid you need to invoice y...

Categories

  • Business Growth
  • Cash Flow Management
  • Client Management
  • Invoice Payments
  • Invoice Reminders
  • Invoice Tracking
  • Uncategorized

Email us for support

(1) 800-851-0992

Book a free concierge

Help Center

  • GET SOCIAL

eBillity.com  |  Privacy  |  Security  |  T&S  | © 2009-2021 eBillity. All rights reserved.

TOP