- Can I report on Payment Plans payments?
- Can I report on Secure Payment Links?
- Can I report on Clio Payments?
- To determine if there is a way to generate a Report only on Clio Payments
- Clio Manage
No, not at this time.
This is currently a Feature Request in our internal database. If you would like to add a vote towards bringing this functionality to Clio, please email us at firstname.lastname@example.org
As a workaround, you can create an export of the information on Clio Payments on a spreadsheet program.
- Click on Clio Payments on the left-hand sidebar
- Click on Filters on the top right-hand side
- Select Date Range and/or Bank Account you would like to filter by
- Click on Apply filters
- Click on Export at the bottom of the page
- Export as CSV
- Select column layout
- Click Export
- Manually manipulate data for a Clio Payments Report