KCS - How to View a List of my Payment History with Clio?

Objective:

  • I need to get invoices from Clio for our firm’s use of your software 

Environment:

  • Clio Web App 

Additional Information:

  • Only Administrators have access to the Accounts and Payment Info section of Clio 

Procedure:

1. Select Settings
2. Select Account and Payment Info 
3. Payment Info 
4. Scroll down and select View your Previous Payments 

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