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Where Do I Find a Check Number That a Client Used

Objective:

  • How do I locate a Cheque Number used by a client

Environment:

  • Clio Web App

Additional Information:

Check numbers have to be added manually when recording payments. Click here for more information. 

Procedure:

  1. Click Accounts in the Navigation Bar
  2. Choose your Operating Account
  3. Enter the Check Number in the Reference Column
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