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

The Share Invoices window will open.

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.

Select <All>, Yes or No in Contains Summary to filter invoices that do/do not contain an Invoice Summary.

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. 

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'.

Select the Invoice Template for all invoices.

(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.

(Optional) Click the icon next to the invoice to add an Invoice Summary.

The Invoice Summary window will open.

Enter the invoice summary details and click Save & Close.

You can also edit the Invoice Summary for an invoice by clicking the   icon.

Tick the invoice(s) you would like to share.

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

Click Share.