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Can you tell if a Clio Payment was Recorded by the Clio user or their Customer?

Objective:

  • Tell whether a Clio Payment was taken by the Clio user or their Customer

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

You may manually make a note of who paid at the time of payment. There is a feature request for this functionality.

Answer:

Clio does not display whether the payment was recorded by the Clio user or the customer.

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