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Is There a Way to Show the Payment Source on the Bill Theme?

Objective:

  • See where the payment came from on paid bills
  • See if client paid by direct payment, trust, or credit card
  • Show the payment source on bills
  • Include the method of payment on the Bill Theme
  • Customize the payment wording on a Bill Theme

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, not at this time. If you would like to request this feature to be added, please let our support team know by calling 1-888-858-2546 ext 2 or by the Live Chat option in Clio.

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