Open the matter.

Make sure you're on the Details & Correspondence tab.

Click Forms & Precedents.

The Forms & Precedents will open in a new window.

Make sure you're on the Browse tab.

Navigate to the Practice Management > Accounting > Accounting folder on the left-hand side of the list.

Right-click in the middle pane of the Forms & Precedents window and select New > Outlook Precedent.

The Create Outlook Precedent - Select Recipient will open in a new window.

Select a Recipient (by default, it should be your Client) and click OK.

A new email will open in Microsoft Outlook.

Enter a Subject.

The Subject that you enter will be the default subject line used for the Invoice Mailing.

Enter a default message which will be included with the attached email.

Click Insert under LEAP section to display a list of fields which you can insert into the Invoice Mailing Email Precedent.

Click Save & Close.

Enter a name of the email precedent and click OK.

Click the LEAP Menu > Accounting > under Office Accounting > Invoice Mailing.

The Invoice Mailing window will open.

Click selector buttonnext to Select Batch No. if required. This is useful if you wish to email or print invoices based on a batch of invoices which were created in bulk.

Select the Status of the invoices which is to be changed i.e. <All>, Draft - Unapproved Draft - Approved, or Final - Printed/Sent.

Click selector buttonthen select a Debtor to display invoices for that debtor only.

Click selector buttonthen select a Person Responsible to display invoices for matters where the Person Responsible is selected.

Click selector buttonthen select a Person Acting to display invoices for matters where the Person Acting is selected.

Select the Receipted Status as Open or Receipted.

Click selector button > Forms & Precedents then select an Email Precedent which will be the email that is sent to the selected debtors.

If you wish to change the status of the invoices, select an option in the Set Status list.

Tick the Email and/or Print checkboxes for each of the invoices you wish to send to your debtors.

Tick the arrows next to the Email and/or Print checkboxes at the top of the table on the left-hand side to select all or none.

Click Email/Print.

These steps are useful in emailing and printing batches of invoices, enabling firms to send or print invoices in bulk without the need to open each matter individually.