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 Invoice 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 Invoice Mailing Email Template.

Click Save & Close.

Enter a name of the email template and click OK.

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

The Invoice Mailing window will open.

Click Selector button  next to Select Batch No. if required. This is useful if you wish to email or print invoices based on a batch of invoices which were created in bulk.

Select the Status of the invoices which is to be changed i.e. <All>, Draft - Unapproved Draft - Approved, or Final - Printed/Sent.

Click Selector button then select a Debtor to display invoices for that debtor only.

Click Selector button then select a Person Responsible to display invoices for matters where the Person Responsible is selected.

Click Selector button then select a Person Acting to display invoices for matters where the Person Acting is selected.

Select the Payment Status as Open, Paid or <All>.

Enter or click to set the From and To date range.

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

Select the Status as Draft - Unapproved, Draft - Approved or Final - Printed/Sent.

(Optional) Tick the Save to Matter checkbox if you would like to save all the invoice printouts to its respective matters. 

Tick the Email and/or Print checkboxes for each of the invoices you wish to send 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.

These steps are useful in emailing and printing batches of invoices, enabling firms to send or print invoices in bulk without the need to open each matter individually.