Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Can I Print A Report To Show the Payments Received via the LawPay Integration?

Objective:

  • Payments/LawPay Integration Report 

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

While we do not have a dedicated Report for Payments made via the LawPay Integration; from the Online 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.

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