KCS - Where Can I See the Reference Number of a Bill Payment?

Objective:

  • Bill Payment information
  • Reviewing Invoice Payment Details 
  • Check reference field when recording payment

Environment:

  • Clio Web App

Additional Information:

For steps on how to access the Operating Ledger for a Matter click here.

Answer:

You're able to view the Reference Number of a Bill Payment by reviewing the Operating Account Ledger for the Matter. Within the Ledger, there will be a column for Reference.

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