Billing & Trust

3 guides

Time, NPR invoices, retainers, and trust ledgers.

Billing & Trust Guides

1

Tracking Billable Time

Capture every minute where it happens.

Step-by-step instructions

  1. 1
    Log time the same day

    Same-day entries are dramatically more complete than weekly reconstructions.

  2. 2
    Always pick a matter

    Unassigned time can't be billed. If the matter doesn't exist yet, create it first.

  3. 3
    Use the mobile timer

    Start the timer on hearings and client calls — stop it when you leave the room.

2

Invoices & VAT in NPR

From tracked time to a VAT-ready invoice in one click.

Step-by-step instructions

  1. 1
    Review unbilled time weekly

    Every Monday, scan unbilled entries per matter and fix descriptions while fresh.

  2. 2
    Generate the invoice

    One click pulls approved time and expenses into a numbered NPR invoice with 13% VAT shown separately.

  3. 3
    Follow up automatically

    Enable payment reminders at 7 and 20 days overdue — polite, persistent, automatic.

3

Trust Reconciliation

The monthly three-way check, explained.

Step-by-step instructions

  1. 1
    Close the month first

    Ensure all trust receipts and payments for the month are entered before reconciling.

  2. 2
    Compare the three balances

    Bank statement, trust ledger, and summed client balances must agree to the rupee.

  3. 3
    Resolve differences immediately

    Unreconciled differences compound. Investigate the same week — usually a data-entry slip.

  4. 4
    Archive the report

    Save the signed reconciliation with month-end records for Bar audit readiness.

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