Objective:

• Check payment descriptions
• Locate the descriptions added to invoice payments

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

To view custom descriptions entered on payments, you may either:

• Go to the Transactions sub-tab within a specific Matter. If you do not see the Description column, you can enable it by following the steps in the support article here, or
  
  
• Add the Detailed Statement of Account section to your bills, or
  
  
• Generate a Bank Account Activity Report, or
  
  
• Generate a Client Ledger Report in CSV