CLERKS | How To Create A Invoice

You can create an Invoice from the Invoice subtab within a Matter or from the main Invoices tab on the side bar:

Within A Matter

1. Navigate to the "Matters" tab on the side bar. 

2. Select the relevant Matter.

3. Click on the “Invoices” sub tab.

4. Click “New Invoice”.

5. Work through the Invoices graph 

6. Select the barrister/s you want to bill for.

7. Select the Tasks you want to include

8. Select the Expenses you want to include

9. In Summary section, select the relevant Invoice Template

10. Click "Create".

11. The physical Invoice template will download and you will automatically be take into the Invoice in BarBooks. 

Within Main Invoices tab

1. Navigate to the "Invoices" tab on the side bar. 

2. Click “New Invoice”.

3. This will bring up an Unbilled Work Report. 

4. Click "Select" inline with the Matter you want to be bill. 

5. Work through the Invoices graph 

6. Select the barrister/s you want to bill for.

7. Select the Tasks you want to include

8. Select the Expenses you want to include

9. In Summary section, select the relevant Invoice Template

10. Click "Create".

11. The physical Invoice template will download and you will automatically be take into the Invoice in BarBooks.