Setting Up and Creating an Invoice Mailing

Aug 20, 2026
Knowledge

How To

Learn how to Email and/or Print your invoices in bulk without opening each matter by setting up and creating invoice mailings in LEAP.

Desktop
Accounting Plus

Set Up an Invoice Mailing Email Precedent

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.

Create an Invoice Mailing

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 to edit heading

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

Click to edit heading

If you experience an error message when creating an Invoice Mailing and you have selected an option in the Set Status list, you will need to ensure that you have the appropriate user permissions to modify invoices. A LEAP Administrator user can grant user permissions to modify invoices by following the steps on the Application Settings - Additional Staff Permissions article. After the permissions are granted, you will be able to set the invoice status.
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 to edit heading

Right-click any invoice then select Open Invoice to open it directly from the Invoice Mailing window. Any changes made will be saved back.
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.

Click to edit heading

There is no limit on how many invoices can be emailed at one time.

Click to edit heading

If invoice mailing emails are not sent properly, this may be due to an issue with the recipient's contact card. Please ensure that the details on the card are correct. You may also need to remove and re-attach the card to the matter.

Click to edit heading

Web: Click > Accounting > General > Accounting Plus.

LEAP Accounting Plus will open in a new window.

Within LEAP Accounting Plus, select the Invoicing tab:

Click Invoice printing 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 options, 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.
Select a Debtor to display invoices for that debtor only.
Select a Person responsible to display invoices for matters 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, Receipted or All.
Select whether to Use date range: Yes / No and then select the date.

Click to edit heading

Click on Clear filters to remove any of the selected filters to display all invoices.
From the Settings options set the Status as Draft: Unapproved, Draft: Approved or Final: Printed/Sent.
Select invoices individually for printing, or tick the box next to Invoice No. to select all invoices.
Click Print in the top right corner.

Click to edit heading

A PDF report will be downloaded for all the selected Invoices for you to print.

Last Modified Date

20/08/2026 11:09 AM

Title

Setting Up and Creating an Invoice Mailing

URL Name

Invoice-Mailing

Resolution