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Which report shows the payment method on a Bill?

Objective:

  • Payment Method Report
  • Check, Cash, Credit Card

Environment:

  • Clio Web App
  • Reports

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.

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