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How do I Find a Confirmation Number For a Credit Card Payment?

Objective:

  • Is there an identifying code for Clio Payments?
  • Retrieve auth code
  • Confirm that a Payment was made through Clio Payments?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. View the Bill or Trust Request the Payment was made to
  2. Click on the Online Payments tab towards the top of the page
  3. Check the Conf. # column for a reference number

 

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