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Can I Print A Report To Show Clio Payments Received?

Objective:

  • Sum Of Clio Payments Report 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

While we do not have a dedicated Report for Clio Payments, this information is available from both the Invoice Payments Report and the Client Ledger Report. For either of these Reports, make sure to select the Output Format as a CSV. Then use Excel's Filtering to filter for only the credit card payments in column D on the Report. More information on Excel's Filtering options can be found here.

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