KCS - How to Display Detailed Credit Card Payment History on Bills

Objective:

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Environment:

  • Clio Web App

Additional Information:

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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

 

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