How to debt chase (Non-barrister)

How a clerk/non-barrister can debt chase in BarBooks for Chambers

The guide and video below, will walk you through how to view outstanding invoices and chase them via email.

1. Navigate to the Debt Chasing tab on the side bar. 
2. Only Invoices that are overdue will appear in the Debt Chasing tab. 
3. You can group the overdue Invoices by Matter, Barrister and Solicitor. 
4. Click on the Invoice Icon next to the Invoice number and you will be able to see any notes and debt chasing activities associated with that Invoice.
5. Select all Invoices you would wish to chase. 
6. Select “Chase”.
7. This will prompt you to select the relevant Document type.  
8. Select “Confirm”.
9. This will automatically direct you to the Downloads sub tab. 
10. The download you just created will appear at the top of the list. 
11. It will indicate the number of firms or solicitors included in the download. 
12. Click on the ellipses in line with the document you just created. 
13. Select "View". 
14. Select the firm or solicitors you wish to chase. 
15. Each selection will confirm the number of outstanding invoices in each. 
16. Your Debt Chasing email template will already be uploaded to the system therefore select “Send Email”.
17. Separate emails with the relevant details and attachments will now be sent to each firm or solicitor. 
18. Once sent the sent icon will appear. Hover over the icon to display the recipients.