KCS - Where can I get a report that shows how a client paid,?

Objective:

  • Payment by cash, cheque, check, credit card
  • cheque #, check #

Environment:

  • Clio
  • Clio Reports

Additional Information:

When recording payment on a bill, you must record the detail in the 'Description' field, for it to appear on this report, not the reference field.

Answer:

This detail is included on the Bank Account Activity report found on the Reports page.

 

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