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How to View Clio Payment Transactions For a Specific Bill

Objective:

  • See Clio Payment transaction for a specific Bill or Trust Request
  • Confirm Clio Payment transaction

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. View the Bill or Trust Request the Clio Payment was processed for
  2. In the Payments table above the Bill, click Clio Payments

 

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