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.