KCS - Where can I find the Description Added to a Payment?

Objective:

  • Get a list of descriptions added to Invoice payments

Environment:

  • Clio Web App

Additional Information:

If you would like payment history with the description to appear on Bills for your Client's reference, see HERE.

Answer:

Go to the Transactions sub-tab within the Matter in New Clio and you will see a dedicated Description column.

If you generate the Bank Account Activity Report, this will also show what was added to the Description field on a Recorded Payment with the associated Invoice and payment date. 

Client Ledger Report generated as a CSV will also show this.

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