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Where Can I See Credit Card Payments Made by Clients?

Objective:

  • Find the Clio Payment made by my client

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Method 1

  1. Click Clio Payments tab on the left
  2. Click Filters button on the right
  3. Choose the client
  4. Click Apply filters

Method 2

  1. Open the client's matter
  2. Click the Transactions tab at the top
  3. Choose the right account from the dropdown on the left

Method 3

  1. Open the client's contact page
  2. Click the Transactions tab at the top
  3. Choose the right account from the dropdown on the left

Method 4

  1. Open the client's matter
  2. Click the Bills tab at the top
  3. Find and click the Bill number under the Id column
  4. Click the Clio Payments tab either on the top right of the bill or scroll to the middle of the page

 

 

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