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How to Find Clio Payments using the Payment Confirmation Email

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. A new tab will open leading you to the payment information within your Clio Manage account

 

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