Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Display Detailed Credit Card Payment History on Bills

Objective:

  • Show credit card payment history on invoices 
  • How to display history of credit card payments of my bills 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Click on to Billing
  3. Click on Bill Themes
  4. Open the Bill Theme you want to edit
  5. In the first column, click on Matters
  6. In the second column, Click on Clio Payments
  7. In the third column, check the Show Clio Payments box

 

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