Objective:
- To help Clio Connect Users access Bills in their account.
- To enable Clio Connect Users to view Payments on Bills.
- To let Clio Connect Users view outstanding Bills.
Environment:
- Clio Connect
- Clio Connect - Bills
Additional Information:
- Client must already have a Clio Connect Account set up in order to check payments.
Procedure:
- Log on to Clio from https://app.clio.com/session/new
- Click on the Bills tab
- Click the invoice number for the Bill
- Check the Pending Payments and Received Payments tab to see if the Payment went through*
*Alternatively you can view Online Payments by clicking on the Online Payments sub tab within Bills. This will show you all Payments made for this Clio Connect Account.