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If I Receive Payment from the Secure Payment Link, How Will I Know Which Client it Came From?

August 02, 2019 22:54

Objective:

How will I know which Client has made a payment through the Secure Payment link?

Environment:

Clio Web App

Additional Information:

Note: You will still need to link the payment to the Client in Clio

Answer:

Your client will need to enter their name and email when submitting the payment and this information will be visible when you're reviewing payments in Clio.