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Can I Export Clio Payments Transactions?

Objective:

  • How do I export or download Clio Payments transactions?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, you can.

  1. Navigate to the Clio Payments tab
  2. Click on Export at the bottom of the page
  3. Select PDF or CSV
  4. Export
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