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What Date is Associated with a Bill Payment made via Credit Card though Clio Payments?

Objective:

  • Determine what payment date is associated with a Bill payment made via Clio Payments (credit card)

Environment:

  • Clio Manage
  • Clio Payments

Additional Information:

n/a

Answer:

When a client pays via Clio Payments (credit card payment) once that payment is complete, then the payment date on the bill will be the date they made the payment (i.e. Authorized Date).

 

For example, if the payment was made on June 1st and the payment was completed on June 3rd, then the payment date on the bill will be June 1st. 

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