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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; from the Clio Payments tab, you can access a table of all transactions, and click "Export" at the bottom to generate a PDF or a CSV. 

This information is also 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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