- I see that there's been a payment recorded, but I'm not sure which user did this. Is there a way for me to check this?
- Clio Manage
- Using Method 2 will show you exactly which bill a payment was recorded on.
Method 1: From the Matter
- Navigate to the matter for which an invoice was paid.
- On the Matter Dashboard, please locate the Matter Timeline (bottom-right side of the screen)
- Use the Filter option to select 'Type' as Bill Payment
- You are able to see which firm user 'received a payment on a bill'.
Method 2: From the Firm Feed
- Choose the 'Dashboard' page from the left side-bar in Clio
- Choose the 'Firm Feed' sub-tab
- Click on the Filter option (right-side of the screen)
- Select Type to 'Bill Payment'
- You are able to see which firm user 'received a payment on a bill', as well as the bill number.