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