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Knowledge BaseCreating an Invoice Advanced
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Creating an Invoice Advanced

  • Jan 14, 2026
  • Knowledge

How To
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The Invoice Advanced options lets you choose which billable transaction types to include, set billing period and set a fixed fee amount before creating an invoice.

  • Desktop
  • Web

  1. Open the matter.

  2. Click LEAP Accounting.

    LEAP Accounting will open in a new window.

  3. Click the Operating Accounting > Expenses & Receivables tabs.

  4. Click the dropdown next to New Invoice > New Invoice Advanced on the toolbar.

  5. You can include or exclude Billable Transaction Types from the invoice by ticking or unticking the following checkboxes:

    • Time and Fees
    • Anticipated Expenses
    • Expense Recoveries
    • Disbursement Journals
    • Expenses Paid

  6. Include only entries from a specific Billing Period by changing the At Date.

  7. Tick the Fixed Fee checkbox and enter an amount. Disbursements will remain the same. The Time/Fee amounts will be adjusted accordingly to create the invoice total inclusive of disbursements to the set amount (Fixed Fee = Fees + Disbursements).

  8. Click OK.

    The New Invoice window will open. See our Creating an Invoice article for more information.

  1. Open the matter.

  2. Hover over the Operating Account tab then click Expenses & Receivables.

  3. Click New Invoice Advanced.

  4. You can include or exclude Billable Transaction Types from the invoice by ticking or unticking the following checkboxes:

    • Time and Fees
    • Anticipated Expenses
    • Expense Recoveries
    • Disbursement Journals
    • Expenses Paid

  5. Include only entries from a specific Billing Period by changing the At Date.

  6. Tick the Fixed Fee checkbox and enter an amount. Disbursements will remain the same. The Time/Fee amounts will be adjusted accordingly to create the invoice total inclusive of disbursements to the set amount (Fixed Fee = Fees + Disbursements).

  7. Click OK.

    The New Invoice window will open. See our Creating an Invoice article for more information.

Last Modified Date
1/14/2026 1:45 AM
Title
Creating an Invoice Advanced
URL Name
Creating-an-Invoice-Advanced-US

Resolution
Operating Accounting
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Creating an Invoice Advanced