Objective:

• How to find records of Clio Payments using the payment confirmation email.

Environment:

• Clio Manage

Additional Information:

• This is useful when a record of the Clio Payment received is not present in the Clio Payments tab.
• If the steps do not work, please contact Clio Support at 1-888-858-2546 ext 2 or through our Live Chat option located at the bottom right corner of the Clio site. 

Procedure:

1. Access your email account
2. Search "Clio Payments" or the name of the payee 
3. Click the link within the email.
4. A new tab will open leading you to the payment information within your Clio Manage account.