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How to View Payment Descriptions


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


  • Clio Manage

Additional Information:



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
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