How To Find Clio Payments Details Using the Payment Confirmation Email
Objective:
- How to find records of Clio Payments using the payment confirmation email.
Environment:
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:
- Access your email account
- Search "Clio Payments" or the name of the payee
- Click the link within the email.
- A new tab will open leading you to the payment information within your Clio Manage account.