Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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


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


  • 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.


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


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality