San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Which Report shows the payment method on a Bill?

Objective:

  • Payment Method Report
  • Check, Cash, Credit Card

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

When Recording Payment on a Bill, if you use the 'Description' field to include the payment method (not the 'Reference' field), this information will appear on the Bank Account Activity Report.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality