Objective:
- To determine which Clio user applied a Payment
- Who recorded a payment to an invoice?
- Which user applied a payment to an invoice?
Environment:
- Clio Manage
Additional Information:
Answer:
By filtering the Firm Feed or the Matter TimeLine, you can filter for a Bill Payment or Trust Request Payment.
If it is a Multi-Matter Bill you will need to filter the Firm Feed for a Client Bill Type to see who applied a payment.