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CommunityWe have clients with multiple accounts contacts. At the end of the month we need to send invoices to more than one accounts contact. Is this possible? Otherwise this will mean we have to resend invoices for reach additional contact. #timeconsuming
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We have clients with multiple accounts contacts. At the end of the month we need to send invoices to more than one accounts contact. Is this possible? Otherwise this will mean we have to resend invoices for reach additional contact. #timeconsuming

Megan Menon (Customer) asked a question.

14 December 2020 at 11:59 AM
We have clients with multiple accounts contacts. At the end of the month we need to send invoices to more than one accounts contact. Is this possible? Otherwise this will mean we have to resend invoices for reach additional contact. #timeconsuming
  • 2 answers
  • 351 views

  • Sebastian Figg (LEAP Dev)

    Hi @Megan Menon (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Unfortunately, we do not have a feature to bulk send an invoice to multiple LEAP Cards on a single matter at once.

     

    Although an alternative could be LawConnect statement sharing, this allows you to share office and trust statements and your recipient(s) can view their office and trust statements in real-time. For more information view this article here.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

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    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @Megan Menon (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Unfortunately, we do not have a feature to bulk send an invoice to multiple LEAP Cards on a single matter at once.

     

    Although an alternative could be LawConnect statement sharing, this allows you to share office and trust statements and your recipient(s) can view their office and trust statements in real-time. For more information view this article here.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

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We have clients with multiple accounts contacts. At the end of the month we need to send invoices to more than one accounts contact. Is this possible? Otherwise this will mean we have to resend invoices for reach additional contact. #timeconsuming