Keeping track of and tracking your invoices is essential to increase both profits and billable hours in your firm. Invoice Tracker’s feature list includes everything you need to keep your cash flowing, and ensure all of your data is being accurately tracked and recorded. If your average billable hours in a day only adds up to 29% of your time, your firm needs the real-time insights, automated and customizable email set reminders, and solid invoicing tracking software that Invoice Tracker offers.
If you work in the legal sector, you should also know about Clio: a leader in cloud-based law practice management. This software, perfect for small to large firms, features a range of tools needed for managing cases. Serving more than 150,000 legal professionals across the globe, publishing the ground-breaking Legal Trends Report and running the Clio Cloud Conference Clio has proved itself as a leader in the industry.
Invoice Tracker now integrates with Clio, to streamline and harmonize all of your legal billing needs.
From the moment you connect your two accounts, you will be able to sync invoices, create email reminders, start collections, and reconcile your payments concurrently across the two platforms. It’s effortless and can be done from the privacy of your own home, or while you sit in your office. And no need to worry; none of your clients will be sent a reminder until you set up the reminder set and attach it to an invoice or a batch of invoices.
You and your customers can feel assured that your data is safe with us. Network and SSL security, intrusion analysis, private credit card and banking information, firewall and regular security patching, Amazon EC2, and regular information backups mean that your data will constantly be monitored and safeguarded.
After merging your accounts, your invoices will sync automatically every fifteen minutes. or complete this step manually. Simply create and approve a new bill in Clio, then go over to your Invoice Tracker account and click on ‘Resync’ under the ‘Invoices’ tab. Voila! Your number of invoices will automatically appear in the collection table.
To sync paid invoices, simply pay a quick bill in Clio, head over to Invoice Tracker and click on ‘Resync’ as above and watch your invoices update themselves. After reloading the page, all of those completed invoices will appear under the ‘Paid’ section.
Need invoice reminders for your clients? Easy. This video will demonstrate how to set up a reminder set to get you started. Choose from unique templates to create a great looking set of reminder emails that will be sent out at automatic intervals to clients during the billing cycle. Mix and match styles, choose the times you’d like these emails to be sent, and personalize messages to add your own touch.
When you’re done designing, it’s time to attach invoices to the reminder sets. In just a few clicks, you can attach as few or as many outstanding invoices as you like, and they will appear in the ‘Active Reminders’ section of your invoice page until they are paid in full.
Reconciling payments has never been easier with Stripe, the payment gateway connection attached to the invoices which allows customers to pay immediately and safely. Your Invoice Tracker and Clio account are in constant communication, so when an invoice is paid, email reminders will immediately stop, and the invoice in question will appear as paid in both apps. To connect Stripe, create an account and simply click on ‘Connect to Stripe’ under the Settings in you Invoice Tracker app.
Ready to integrate? Here is some information about how to easily link your accounts. If you need a little bit of help, we are always here to assist in setting up your accounts and our support is always free.
Get ready to see a 90% reduction in paperwork for your accounts receivables and a 25% improvement in productivity by switching your invoicing over to an automated system. Sync with Clio to be part of legal professionals worldwide who are already benefiting from the most widely-used and most recommended legal software currently on the market.
Get started today with our 30-day Invoice Tracker free trial. No credit card required.