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CommunityIs it possible to create one invoice, for multiple matters if the debtor is the same, using fees recorded against the individual matters? What is the best way to create one, bulk invoice for multiple matters?
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Is it possible to create one invoice, for multiple matters if the debtor is the same, using fees recorded against the individual matters? What is the best way to create one, bulk invoice for multiple matters?

Megan Menon likes this.

  • Sebastian Figg (LEAP Dev)

    Hi @Maddieson Looker (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    LEAP is built to be matter centric so there isn't a feature specifically designed for this scenario, although there is one option which you may find appropriate in providing a statement of account for a debtor that has multiple matters with invoices (see below).

     

    1. From the LEAP Matter List, open the menu in the top left.
    2. Click Home > View Cards
    3. In the card list window search for the debtor's card used on the matters and open it (double click)
    4. In the top left of the debtor's card window click the print icon, this creates a statement of account for all matters that have been opened using this card as the client.

     

    Let us know if this helps with your query or if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @Maddieson Looker (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    LEAP is built to be matter centric so there isn't a feature specifically designed for this scenario, although there is one option which you may find appropriate in providing a statement of account for a debtor that has multiple matters with invoices (see below).

     

    1. From the LEAP Matter List, open the menu in the top left.
    2. Click Home > View Cards
    3. In the card list window search for the debtor's card used on the matters and open it (double click)
    4. In the top left of the debtor's card window click the print icon, this creates a statement of account for all matters that have been opened using this card as the client.

     

    Let us know if this helps with your query or if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

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Is it possible to create one invoice, for multiple matters if the debtor is the same, using fees recorded against the individual matters?

What is the best way to create one, bulk invoice for multiple matters?