How to cancel a receipt (Non-barrister)

How a clerk/non-barrister can cancel receipts that have been created in BarBooks for Chambers

1. Navigate to the Matters tab in the sidebar.
2. Select the relevant Matter.
3. Click on the Receipt sub-tab.
4. Open the Receipt that you would like to cancel.
5. Click Actions at the top right of the screen. 
6. Click Cancel.
7. Select Confirm.
8. A success notification will appear and a Cancelled status will be displayed beside the Receipt number.

9. Upon receipt cancellation, the Invoice linked to the cancelled Receipt will be updated and the payments recorded on the cancelled Receipt will be rolled-back/reversed.

10. A new Receipt entry will be added and tagged as Cancellation. It will have the same details as the initial Receipt, however, the date will be different and amounts will be in negative (-) and highlighted red.

Things to remember:

• Receipt Date on the original Cancelled receipt will be the date of the receipt creation.
• Receipt Date on the newly created Cancellation receipt will be the date of the cancellation.
• You are still able to download the cancelled Receipt but will not be able to reverse the cancellation.