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Bulk Invoicing

  • Aug 19, 2026
  • Knowledge

How To
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The Bulk Invoicing screens have been completely rebuilt within the LEAP Accounting Plus framework, delivering a modern, streamlined interface for creating, changing, sharing and assigning invoices across the firm.  You can review invoice details before generation, validate billing information, and monitor the status of invoices throughout the bulk invoicing process.  

The enhanced interface also supports printing and exporting filtered results, providing valuable reporting and audit capabilities.

 
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Web: Click   > Accounting > Operating Accounting > Create Invoices.

LEAP Accounting Plus will open in a new window.

Create Invoices

 

Within LEAP Accounting Plus, select the Invoicing tab:

  1. Click Create invoices from the list.

    A list of Invoices will appear in the window.

     
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    You can sort the Create invoices display by clicking and selecting a column heading from the drop down list. These can also be sorted in ascending or descending order.

    Columns can be hidden by clicking  , and deselecting the heading of the column you wish to hide.

  2. Select the relevant matter filters and settings as required.

    Matter filtersSettings
    StatusBatch no
    Billing categoryLayout
    DebtorStaff assigned to

    Person responsible

     

     

    Set status:

    • Draft - Unapproved (default)
    • Draft - Approved
    • Final - Printed/Sent
    Person actingSet invoice date - click the calendar icon
    Filter transactionsSet due date - click the calendar icon
    At date - click the icon to select a date
     
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    Click Clear filters to reset all of the above filters to default.

  3. (Optional) toggle Inc. tax off if you wish to see the Time & Fees, Disbursements and Total amounts without tax. 

  4. Tick each box to select the Matter/s you wish to create an invoice for.

     
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    If you have a matter set up to auto-split invoices by default, the Debtor field will display the message Matter has split invoicing enabled. You can hover your mouse over this field and view which cards the invoice is being split between, as well as the percentage split.

  5. Tick the Print box at the top right corner if you wish to print all the created invoices after they are populated.

  6. Click Create.

Change Invoice Status

 

For more details on Changing invoice statuses in bulk, click here.

Invoice Mailing

 

For more details on Invoice mailing/printing, click here.

Overdue Invoices

 

For more details on charging interest on Overdue invoices, click here.

Assign Invoices

 

Within LEAP Accounting Plus, select the Invoicing tab:

  1. Click Assign invoices 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.

  2. 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 that were created in bulk.

  3. Select the Status of the invoices you wish to assign i.e. All, Draft - Unapproved Draft - Approved.

  4. Select Staff assigned to, to select only those staff members' invoices.

  5. Select a Debtor to display invoices for that debtor only.

  6. Select a Person responsible to display invoices for matters where the Person responsible is selected.

  7. From the Settings options, click the to display the Batch details if required.

  8. Select the Staff assigned to button to search for a staff member from the list. All selected invoices will be assigned to the staff member specified in this field.

     
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    Click the ellipsis icon next to the drop down to add a memo.

  9. Select the Invoices from the list that you wish to assign by ticking the individual boxes left of the matter number. To select all invoices tick the box at the top left of Matter no.

  10. Click Assign in the top right corner.

Assigned Invoices

 

To view a list of assigned invoices per staff member/person responsible or person acting:

  1. Select the Invoicing tab.

  2. Click on Assigned invoices.

  3. From the Invoice filters options, select Batch no (if required), Status, Staff assigned to, Debtor, Person responsible and Person acting to display invoices assigned to specific staff or debtors, etc.

    Click the Clear filters button to reset all filters to their default options.

     
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    A list of Invoices will appear on the screen. Use the  buttons to sort/group and hide the columns of your Invoices list. 

Apply Retainers/Credits to Invoices

 

Within LEAP Accounting Plus, select the Invoicing tab:

  1. Click Apply retainers/credits to invoices from the list.

  2. Click Batch no to open the batch filters settings.

  3. From the available filters, enter the Batch no, search for the Type of transaction, select a staff member and a date range.

     
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    Click Clear filters to reset all of the above filters to default.

  4. A list of assigned invoices will be displayed based on the selected filters.

  5. Select an invoice from the list and click the Select button in the top right corner.

  6. From the Settings tab, select the Memo and enter the description of the transaction.

  7. Select a date by clicking the icon.

  8. Enter an amount for each invoice under the Apply column or select Apply all.

  9. Click Save.

Last Modified Date
8/19/2026 9:12 PM
Title
Bulk Invoicing
URL Name
Bulk-Invoicing-US

Resolution
Invoices
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Bulk Invoicing