Application Settings - Invoice

26/11/2025
Knowledge

How To

Specify specific invoice settings
Customise invoice layouts
Set up invoice notices to appear on PDF and Online Invoices.

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Desktop: Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Web: Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

General

Click Accounting > under Invoice > General.
With invoice terms, you can specify the due date of an invoice. If an invoice goes past its due date, LEAP allows you to charge interest on the overdue amount.

Enter the number of days for an Invoice Term.
Enter the Late Fee Interest Rate percentage.

Once the invoice terms have been set, the Due Date on an invoice will be automatically filled.
A new invoice preference has been introduced for Not Billable time entries to appear on the invoice. You can select to include Not Billable time entries on an invoice as Not charged items with no amount set.

Tick or untick Include Unbillable Time.

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Disable the "Unbillable Time (Marked as $0.00)" option to exclude not billable time entries from the invoice.

Tick the appropriate checkboxes, if you'd like to apply GST unconditionally when invoicing the listed payments.
Click Save.

Layout

LEAP contains customisable Invoice Layouts which determine how billable items are presented on all styles of the Invoices. By default, you are provided with the Default layout. The Default layout can be modified, and you may also create new ones.

Click Accounting > under Invoice > Layout.

A list of your existing layouts will display under Invoice Layout.
Click New.
Enter a Name for the layout and select whether the new layout will be the default selection for your firm for new invoices.

If this layout is not the default, it will appear as an option for you to select from a drop-down list when an invoice is created.
Click Save.
Sections are what constitute the entries on an invoice and places them into categories:
- Time Entries
- Cost Recoveries
- Payment Items
- Disbursement Journals
- Anticipated Disbursements
It's possible to group multiple categories into one section or have a separate section for each of the five categories listed above. To add a new section, click the new layout you just created.

The Default section will appear under Manage.
Click New Section or click the Default section to edit it.
Name your section, i.e. Professional fees.
Select the categories to be included in the section.
Click Save.
You have the ability to edit sections which allows you to choose the order of the section columns, and also which columns will appear in each section. To choose the order of columns or which columns will appear in the section, click the new section you just created the Default section.

The columns will appear under Edit Columns for Section.
Make your changes. You can make the following changes:
- Rename the column title in the Title column.
- Choose whether or not to display the column by toggling it on or off.
- Choose the order of the column by drag and dropping the item up or down.
Click Save.

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To view your invoice layout, create a new invoice and select the appropriate Layout before you save the invoice.

You must save the invoice before generating a Word Tax Invoice. If you finalise a Word Tax Invoice, you can't change the invoice layout.

How to Add Columns to the Invoice Template

To add new columns such as Date, Billed hours and Billable rate to your invoice template in LEAP, follow these steps.

Changes will apply to new invoices.

Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click Accounting and then choose Invoice > Layout.

You will see a list of your existing Invoice Layouts.
Select the invoice template, then click on the section you want to modify (e.g. Professional Fees) within the Manage Standard Layout area.
In the Edit Column for Section, toggle on the columns you wish to include, such as Transaction Date, billed hours (Time Entry: Elapsed Hours) and billable rate (Time Entry: Rate Per Hour).

Toggling off the column, will remove column from future invoices.
Click Save.

Create a New Invoice as your updates will be reflected in any new invoices generated.

These changes will ensure that selected columns, such as Transaction Date, are included on printed invoices.

Notices

The Invoice Notice is a free text field that allows you to add your Firm's payment options including bank account details, interest terms and any other details relevant to your firm. The notice will be displayed at the bottom of your invoices.

Click LEAP Menu > Settings > Application Settings > Accounting > under Invoice > Notices.
Click New Invoice Notice.
Select the State required from the drop-down option. You can only create one Invoice Notice per State.
Enter the information you wish to appear on the invoice notice.
Click Save.

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You can also:

Change an invoice notice, select the notice from the table. Make your changes and click Save.
Delete an invoice notice, select the invoice from the table and click Delete. Confirm the deletion by clicking OK.

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You can edit your Firm's payment and bank details in the LEAP invoice template by navigating to the following two locations:

Invoice Notice
Navigate to LEAP Menu > Settings > Application Settings > Accounting. Scroll down to find Invoice > Notices. Any information entered here will appear in the top right corner of your invoices.
Custom Header in Firm Details
Access this by going to LEAP Menu > Settings > Application Settings > Firm > Firm Details > Contact Details. For more details on Custom Headers, please click here.

Last Modified Date

26/11/2025 9:39 am

Title

Application Settings - Invoice

URL Name

Application-Settings-Invoice-AU

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