Billing & Invoicing

From time entry to payment — one workflow.

Generate invoices from unbilled time with one click. Track payments, send reminders, and monitor aging — all from a single billing dashboard.

Invoice Creation

Select a matter and Barristr pulls in all unbilled time entries. Check the entries to include, set tax, expenses, currency (USD, CAD, EUR), payment method, and due date. One click generates a numbered invoice.

■Auto-numbering: FAC-2026-001 (FR) / INV-2026-001 (EN)
■Optional office prefix (e.g., KIN-FAC-2026-001)
■Currencies: USD, CAD, EUR
■Payment methods: transfer, check, cash, mobile money
■Due date defaults to 30 days
■Included time entries locked from further editing

Invoice Workflow

Invoices follow a clear lifecycle with 8 statuses:

Draft
Pending Approval
Approved
Sent
Partial
Paid
Overdue
Cancelled

Actions at each stage: Edit, Mark Sent, Mark Paid, Mark Overdue, Cancel, Download PDF, Send by Email, Record Payment, Credit Note, and Delete (drafts only). Optional approval workflow requires partner sign-off before sending.

Payments, Credit Notes & Reminders

■Record payments: amount, method, date, note — auto-generates receipt (REC-2026-0001)
■Credit notes: amount + reason, auto-numbered CN-2026-0001
■Automatic payment reminders (7, 14, or 30 day intervals)
■Bilingual PDF with firm name, line items, totals, and terms
■Email invoices with PDF attachment — auto-marks as Sent
■Recurring invoices: monthly/quarterly, fixed or time-based

Aging Report

Track overdue invoices grouped by aging buckets: 0–30 days, 31–60, 61–90, and 90+ days. See count and total per bucket. Click to drill down into individual invoices. Filter by client, matter, or office.

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