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Are there any Reports specific to Clio Payments?

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

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 support@clio.com 

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