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