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BarBooks for Sole Practitioners
BarBooks for Sole Practitioners
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Invoices
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Templates and Documents
Bank Reconciliation
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Profile Setup and Getting Started
Calendar Setup
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Clerk/Non-Barrister
FAQs
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Help Centre
BarBooks for Sole Practitioners
BarBooks for Sole Practitioners
Matters
Invoices
Receipts
Expenses
Templates and Documents
Bank Reconciliation
Dashboard
Account and Subscription
User Profile and Settings
Troubleshooting
BarBooks for Chambers
Profile Setup and Getting Started
Calendar Setup
Barrister
Clerk/Non-Barrister
FAQs
BarBooks for Sole Practitioners
Sole Practitioners
Matters
How to write off a task
How to create a fixed fee matter
How to convert a fixed fee matter into a regular matter
How to archive a matter
How to unarchive a matter
See more
Invoices
How to write off an invoice
How to create an invoice
How to edit an invoice number
How does BarBooks calculate GST on invoices?
Receipts
How to remove/reverse a write-off
How to reverse a payment
Expenses
How to add a category or payee
How to import transactions in the Expenses tab
Templates and Documents
How to upload your own template in BarBooks
How to edit default BarBooks templates
How to change the default document type of files being opened (Mac)
Bank Reconciliation
How to set up your bank reconciliation accounts
How to reconcile transactions
How to reconcile overpayments and refunds from clients
Unable to import transactions in the Bank Rec tab
Dashboard
Difference between billed and invoiced amounts in the dashboard
Account and Subscription
How to switch BarBooks subscription
How to give access to your BarBooks account
How to update your credit card details in BarBooks
User Profile and Settings
How to change your password
How to change your email address
How to reset your password
Troubleshooting
Desktop app won't open (Windows)
Desktop app won't open (Mac)
