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Modifying Receipts in Word

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LEAP provides the ability to create and modify Receipts.

  • Desktop

Modifying Receipts

 

  1. Open any matter.

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

  3. Click Forms & Templates.

    The Forms & Templates will open in a new window.

  4. Make sure you're on the Browse tab.

  5. Navigate to Practice Management > Accounting > Client printouts.

    Alternatively, you may search for your Office Receipt template using the Search templates field.

  6. Right-click on the Office Receipt template and select Edit Template.

    The Office Receipt template will open in Microsoft Word.

 
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The default Office Receipt template is created by the LEAP Content Development Team.

 

LEAP suggests that you create a new office receipt template as any modifications made to the default template may be lost if the LEAP Content Development Team make any changes to the default template.

 

To do this, right-click the template and select Duplicate & Rename Template option.

  1. Make the necessary changes as desired.

  2. Click Save & Close and provide Reason for Change.

Inserting Fields and Tables

 

You're able to insert a number of fields into your office receipts so as to merge information from LEAP regarding the matter.

  1. With the Office Receipt template opened in Modify Mode, from the LEAP tab, click Editing > Insert Fields.

    The LEAP Insert Fields window will open on the right-hand side of the document.

  2. From the drop-down list of Table Types, select Office Receipt.

  3. Place the cursor in the template where you wish to insert the field and click to position it.

  4. Select the desired fields.

  5. Click Insert.
12/13/2023 12:47 AM
Modifying Receipts in Word
Modify-Word-Receipts-and-Statements-US
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