Open the matter.

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

Click Forms & Templates.

The Forms & Templates will open in a new window.

Make sure you're on the Browse tab.

Navigate to the Practice Management > Accounting > Accounting folder on the left-hand side of the list.

Right-click on the right-hand side of the Forms & Templates window and select New > Outlook Template.

The Create Outlook Template - Select Recipient will open in a new window.

Select a Recipient (by default, it should be your Client) and click OK.

A new email will open in Microsoft Outlook.

Enter a Subject.

The Subject that you enter will be the default subject line used for the Statement Mailing.

Enter a default message which will be included with the attached email.

Click Insert under LEAP section to display a list of fields which you can insert into the Statement Mailing Email Template.

Click Save & Close.

Enter a name of the email template and click OK.

Click the LEAP Menu > Accounting > under Operating Accounting > Statement Mailing.

The Statement Mailing window will open.

Click then select a Debtor to display statements for that debtor only.

Click then select a Person Responsible to display statements for matters where the Person Responsible is selected.

Click then select a Person Acting to display statements for matters where the Person Acting is selected.

By default, the Aging Period is set to All.

Select a different Aging Period if required.

By default, the At Date will set to current date.

Enter or click to select a different At Date if required.

Click > Forms & Templates then select an Email Template which will be the email that is sent to the selected debtors.

Tick the Email and/or Print checkboxes for each of the matters you wish to send statements to your debtors.

Tick the arrows next to the Email and/or Print checkboxes at the top of the table on the left-hand side to select all or none.

Click Email/Print.