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Clio Payments Transaction Table

The transactions table gives you a bird's eye view of your Clio Payments transactions. On this page, you can:

  • Review past Clio Payments transactions
  • Investigate pending or failed Clio Payments transactions
  • Void Clio Payments transactions which have been authorized, but not completed yet
  • Refund Clio Payments transactions
  • View credit card information (last 4 digits) used for payment 
  • Filter transactions to find specific items more efficiently
  • Export transactions and payment plan lists in either PDF or CSV

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