KCS - How to View Payment Descriptions

Objective:

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

Environment:

  • Clio Web App

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
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