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How to See Bill Payments

Objective:

  • View a Payment made on a specific Bill
  • See invoice Payment made via check or cash
  • How to view previous Bill Payments

Environment:

  • Clio Manage

Additional Information:

This can also be viewed under the Transactions tab in the Matter

Procedure:

  1. Click on Bills on the navigation bar
  2. Find the Bill in question and click on the invoice number in the Id column
  3. Scroll down and look in the Payments section
  4. Click the Clio payments sub-tab if you are looking for Clio Payments

 

 

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