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Why is a Credit Card Payment not Showing "Payment for invoice ....." Instead Showing a Description?

Question:

  • Why is a Credit Card Payment not Showing "Payment for invoice ....." Instead Showing a Description?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If the Credit card payment is not processed directly from the bill and the Charge Credit Card option was used. This will only show the description of what was entered prior to submitting your client's credit card information. To show "Payment for Invoice..." The credit card payment must be charged from within the bill itself via the Record Payment option. 

 

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