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Download Invoices Report

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Location:

LEAP Menu > Reports > Operating Account > Download Invoices.

Purpose:

Provides a centralized hub for users to download invoices generated within a specified period. 

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How to use: 

1. Set Filters: Begin by setting the desired filters and clicking 'Search' to generate a Matter List. The Matter List only includes matters that meet the specified filter settings. 

    • For example, if you set the 'Invoices' filter to include only final invoices and select the invoice period from January 1 to January 31, 2024, the list will display only those matters containing final invoices dated within this specified period.

2. Refine List: Optionally, refine this list by typing in the 'Filter' box, located directly beneath the filter settings bar on the right side. Adjust the 'Show' option to customize the number of results displayed per page (10, 25 or 50).

3. View or Download Invoices:

    • Apply 'View' to a particular matter to open a PDF document of the invoices in a new browser tab. 
    • Select the desired matter(s) and click 'Download' to retrieve the invoices.
        • When selecting multiple matters for invoice download, the invoices from those matters will be consolidated into a single document.
        • The 'Print Order' option is used to to sort these invoices within the single document by either matter number or invoice number. 
 
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Invoices downloaded from this report are consistent with the printouts directly generated from the invoice window. Users can customize certain elements, such as the header and invoice notice. For guidance on the customization, please refer to this article.

Report Filters:

Invoices

Filter invoices by status to tailor the report output. You can select one or more of the following options: 

  • Draft Unapproved
  • Draft Approved
  • Printed Sent (Final)
Itemized

Provides an option to control the level of details displayed for items grouped on invoices. 

  • Yes: Only shows group descriptions and amounts without the individual items within the group.  
  • No: Shows detailed items within each group. 

NOTE: For instructions on how to group similar items on invoice, please refer to this article (under the 'Group Similar Items' section). 

Invoice FromDisplays all invoices created from this date, based on inovice Transaction Date.
Invoice ToDisplays all invoices created up to this date, based on inovice Transaction Date.
Mail ToProvides an option as to whether to include split debtor(s) in the 'Mail to' section of a downloaded invoice: 
  • Debtors: Invoices are addressed to the matter debtor only. 
  • Debtors/Split Debtors: 
    • Invoices without split debtors are still addressed to the matter debtor only. 
    • Invoices with split debtors are addressed to split debtors individually. The invoice will display invoiced items or groups of items, followed by the amounts applicable to each specific split debtor.

NOTE: For instructions on how to split an invoice among multiple debtors, please refer to this article. 

Print OrderProvides an option to sort out invoices in the consolidated downloaded document:
  • Invoice No.: Sort these invoices by invoice number in ascending order, ensuring lower-numbered invoices appear before higher-numbered invoices. 
  • Matter No.: Sort these invoices by matter number in ascending order, ensuring invoices from lower-numbered matters appear before higher-numbered matters. 

Matter List:

No.

The matter number. 

TypeThe matter type.
Client NameThe client name. 
Responsible The 'Person Responsible' on the matter. 
Acting The 'Person Acting' on the matter. 
Status The matter’s Status.

 
9/24/2024 9:21 PM
Download Invoices Report
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