Collect eCheck and card payments directly through Clio. Find out how.

How to See Whether a Bill Was Paid by Credit Card, Direct Payment or from Trust

Objective:

  • Find out the source of invoice payment

Environment:

  • Clio Manage

Answer:

  1. Open the bill that was paid
  2. Either if you scroll or on the top right side you will see 3 tabs: Payments, Clio payments, Credit notes
  3. Under the Payments tab, the Source column would show you how the payment was made
  4. If you want to edit the Source, click Edit under the Actions column

 

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