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KCS - How Can I View a List of All Online Payments (Pending and Received)?

Objective:

  • See all Clio Payments
  • List of all Pending Payments

Environment:

  • Clio Web App

Additional Information:

This feature is available in the previous version of Clio. If using New Clio, click on the New Clio toggle at the top-right of the page to switch back.

Procedure:

  1. Go to Bills
  2. Select Online Payments
  3. Choose either Pending or Received
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