Changing Invoice Statuses in Bulk

Aug 12, 2026
Knowledge

How To

Learn how to update the status of multiple draft invoices in bulk, eliminating the need to open each matter individually.

Desktop
Web
Accounting Plus

Click the LEAP Menu > Accounting > under Office Accounting > Change Invoice Status.
Click to select a Batch No., if required. This is useful if you wish to change the status of a batch of invoices which were created in bulk.
Enter or click to Set Invoice Date.
Enter or click to Set Due Date of the invoices.

Click to edit heading

The Due Date on an invoice will automatically update based on the Invoice Term configured in Application Settings. Updating the Invoice Term will not change the Due Date on invoices that have already been created.
Select the Set Status of the invoices.
Click and select a Debtor to display invoices for that debtor only, if required.
Click and select a Person Responsible to display invoices for matters where the Person Responsible is selected, if required.
Click and select a Person Acting to display invoices for matters where the Person Acting is selected, if required.

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Click on Clear Filters to remove any of the selected filters to display all invoices that can be changed.

Tick the Print checkbox, if required.
Tick the matter(s) you wish to change in the invoice status for.

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Right-click on any of the listed invoices to Open Matter or Open Invoice directly from the Change Invoice Status window. You can also Delete selected invoices.

Tick the arrow next to the checkbox at the top of the table on the left-hand side and choose Select All to select all the listed invoices or Select None to untick the selected invoices.
Save & Close to change the status of the selected invoices.

Click > Accounting > under Office Accounting > Change Invoice Status.
Click to select a Batch No., if required. This is useful if you wish to change the status of a batch of invoices which were created in bulk.
Select the Set Status of the invoices.
Click and select a Person Acting to display invoices for matters where the Person Acting is selected, if required.
Click and select a Person Responsible to display invoices for matters where the Person Responsible is selected, if required.
Click and select a Debtor to display invoices for that debtor only, if required.
Tick the Print checkbox, if required.
Tick the matter(s) you wish to change in the invoice status for.

Alternatively, tick the first checkbox next to Matter No. to select all invoices or untick.
Click Save to change the status of the selected invoices.

Within LEAP Accounting Plus, click Invoicing on the left:

Select Change invoice status from the list.

A list of Invoices will appear on the screen. Use the buttons to sort/group and hide the columns of your Invoices list.
From the Invoice filters, select a Batch no., if required. This is useful if you wish to change the status of a batch of invoices that were created in bulk.
If required, set additional filters such as Status, Debtor, Person responsible and Person acting.

Click to edit heading

Select Clear filters to reset the filters to their default values.
From the Settings, click the icon to Set invoice date.
Click Set status and select an Invoice status from the drop down list.

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Select Clear settings to reset the filters to their default values.
Manually select the Invoices from the list that you wish to update the status for or tick the box to the left of the Matter no. column to select all invoices.
Tick the Print checkbox, if you want to generate a PDF document of all the updated Invoices afterwards.

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Your PDF will generate and a message will show that your Invoice PDF is ready.
Click Update at the top right corner.

Last Modified Date

12/08/2026 9:20 AM

Title

Changing Invoice Statuses in Bulk

URL Name

Finalise-Draft-Invoices-in-Bulk

Resolution