Bulk Share Online Invoices

Aug 20, 2026
Knowledge

How To

You can bulk share Online Invoices in LEAP Desktop.

Desktop
Accounting Plus

You can share Individual Invoices as well as Split Invoices via the Share Invoices window.

From the LEAP Matter List, click LEAP Menu > Accounting > under Office Accounting > Share Invoices.

The Share Invoices window will open.

INVOICE FILTERS

Click next to Select Batch No. if required. This is useful if you wish to share the invoices based on a batch of invoices which were created in bulk.
Click then select a Debtor to display invoices for a specific debtor.
Click then select a Person Responsible to display invoices for where the Person Responsible is selected.
Click then select a Person Acting to display invoices for matters where the Person Acting is selected.
Select the Receipted Status as Open or Receipted.

Enter or click to select the Date From and To.

Click to edit heading

Click Clear Filters at any time to remove any of the selected filters to display all invoices.

SETTINGS

Select an Access setting:
- Anyone with the link can view
- Sign In to view
By default, the Access setting will be set to 'Anyone with the link can view'.
Tick "Include PDF Attachment" if you wish to attach a PDF copy of the invoice to the email.
(Optional) Click the icon in the top right-hand corner of the window to access the options for Summarise Time & Fees or Group Items on the invoices.
(Optional) Right-click on an individual invoice and select Preview Invoice to view a preview of the invoice.
Tick the invoice(s) you would like to share.

Click to edit heading

Please ensure that the recipient of the invoice has an email address entered within the card details. You will be prompted if any selected invoices require a valid email address.

(Optional) Click to Select All matters or Select None for no matters.
Click Share.

Click to edit heading

Desktop: Click the LEAP Menu > Accounting > under Office Accounting > Share Invoices.

The Share Invoices window will open in a new window.

Web: Click > Accounting > under Office > Share Invoices.

The Share Invoices window will open in Accounting Plus.

Within LEAP Accounting Plus, select the Invoicing tab:

Click Share invoices from the drop down list.

A list of Invoices will appear on the screen. Use the buttons to sort/group and hide the columns of your list.
From the Invoice filters, select Batch no. if required. This is useful if you wish to share the invoices based on a batch of invoices that were created in bulk.
Select a Debtor to display invoices for a specific debtor.
Select a Person responsible to display invoices for where the Person responsible is selected.
Select a Person acting to display invoices for matters where the Person acting is selected.
Select the Receipted status as Open or Receipted.

When Receipted is selected, select your date range.

Click to edit heading

Click Clear filters at any time to remove any of the selected filters to display all invoices.
From the Settings, set the sharing Access for the Invoices:
- Anyone with the link can view
- Sign In to view
By default, the Access setting will be set to 'Anyone with the link can view'.
Select PDF attachment Yes/No if you wish to attach a PDF copy of the invoice to the email.
Manually select each Invoice you'd like to share, or tick the box next to Invoice no. to select all Invoices in the list.
Click Share in the top right corner.

Last Modified Date

20/08/2026 11:08 AM

Title

Bulk Share Online Invoices

URL Name

Bulk-Share-Online-Invoices-AU

Resolution