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.

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.