Clerk/Non-Barrister
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      How to manage invoices (Non-barrister)

      How a clerk/non-barrister can create, download and delete an invoice in BarBooks for Chambers. In addition, see how to send an invoice via email.

      In this article

      Creating an Invoice 

      Downloading an Invoice

      Deleting an Invoice

      Sending an Invoice through Email

      Creating an Invoice

      There are two ways to create an invoice: (a) on the specific Matter page and (b) on the main Invoices page.

      A. Matters tab

      1. Navigate to the Matters tab on the sidebar.
      2. Open the relevant Matter.
      3. Go to the Invoices sub-tab.
      4. Click on the "+New Invoice" button.
      5. Select from the list the Tasks, Allowances, and Disbursements you wish to include on the invoice.
      6. Review the entries on the Summary page. You may apply for an Invoice discount here.
      7. Click the "Next" button or go to the Downloads tab. 
      8. Select the template and format that you would like to use. Then, click the "Create" button.

      Note: You need to select at least one task/allowance/disbursement to create an Invoice. 

      B. Invoices tab

      1. Navigate to the Invoices tab on the sidebar.
      2. Click the "+New Invoice" button.
      3. The list of Matters with unbilled work will appear. Select one Matter to proceed.
      4. Select from the list the Tasks, Allowances, and Disbursements you wish to include on the invoice.
      5. Review the entries on the Summary page. You may apply for an Invoice discount here.
      6. Click the "Next" button or go to the Downloads tab. 
      7. Select the template and format that you would like to use. Then, click the "Create" button.

      Note: During the Invoicing process, you may click the “Enable invoice approval workflow” in order to automatically send a request to the barrister to approve the invoice.

      Downloading an Invoice

      Once the invoice has been created, the invoice will be downloaded based on the template and format selected. But if you want to download it again using a different template or format, please follow the steps below:

      1. Open the Invoice either in the relevant Matter or in the Invoices tab.
      2. Click on "Actions", then select Download.
      3. Select the template and format, then click the Download button.

      Tip: You may see the previously downloaded invoice on the Invoice > Document tab. You may download it again by clicking the three vertical dots.

      Deleting an Invoice

      1. Navigate to the Invoices tab on the sidebar.

      2. Tick the box next to the Invoice number to select.

      3. Click the "Delete" button.

      4. You may also go to the relevant Matter and then go to the Invoices sub-tab.

      Note: Only the unpaid invoices can be deleted. After deleting the invoice, the tasks, allowances, and disbursements will become unbilled again.

      Sending an Invoice through Email

      There are three options for sending an invoice via email: (a) on the specific Matter page > Invoices sub-tab, (b) on the specific Matter page > Documents sub-tab, and (c) on the main Invoices page.

      A. Matters page - Invoices sub-tab

      1. Navigate to the Matters tab on the sidebar.
      2. Open the relevant Matter.
      3. Go to the Invoices sub-tab.
      4. Select the relevant Invoice. 
      5. Select “Actions”, then select "Send Email".
      6. Enter the body and subject of the email.
      7. Add in the Recipients.
      8. Click “Send Email”.

      B. Matters page - Documents sub-tab

      1. You can also email an Invoice through the Documents sub-tab within the Matter.
      2. Select the relevant Invoice Document. 
      3. Click the three vertical dots, then select “Send Email”.
      4. Enter the body and subject of the email.
      5. Add in the Recipients.
      6. Click “Send Email”.

      C. Invoices tab

      1. Navigate to the Invoices tab on the sidebar.
      2. To access the invoice, simply click on the invoice number.
      3. Select “Actions”, then select "Send Email".
      4. Enter the body and subject of the email.
      5. Add in the Recipients.
      6. Click “Send Email”.

      Note: You need to connect your Outlook email in the Integrations tab under Profile & Settings to send an email.