How to create an invoice/fee note (Non-barrister)

How a clerk/non-barrister can create an invoice/fee note in BarBooks for Chambers

The guide and video below, will walk you through how to create and Invoice. (Fee Note)

1. Navigate to the Matters tab on the side bar.
2. Select the relevant Matter. 
3. Click on the Invoices sub tab.
4. Select “New Invoice”.
5. Follow Each stage of the Invoicing process.
6. Select the appropriate Barrister.
7. Select the Tasks you want to include.
8. Select the Expenses you want to include. 
9. You will now be able to view a Summary of the Invoice.
10. Select the “Enable invoice approval workflow” in order to automatically send a request to the barrister to approve the invoice. Once approved, the invoice will automatically be created. 
11. Select Download and choose the appropriate Template as well as the file format.
12. Select “Create”.
13. The Invoice will now appear within the Invoices sub tab with the status “Unpaid” or "Pending for Approval" should you have enabled the approval workflow. 
14. The document will be downloaded to your computer but can be found within the documents sub tab within the Matter or within the documents sub tab within the invoice. 
15. You can also find and create an Invoice through the Invoice tab on the side bar.
16. Select “New Invoice”.
17. Select the relevant Matter and follow the same process as described.