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How Can I See Who Made a Payment in Clio Manage?

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.

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