Anthony DeGirolamo (Customer) asked a question.
Yes. You have to send "Statement Mailing". Here is how we do it. It's a bit complicated. Hope this helps:
Generate and Send Past-due Invoice with no new charges
Then move the Statement into the correct folder of Correspondence
The bullet points and outlining got all messed up, so I took a screenshot below of that part of the manual I've been tweaking for my firm for almost a year 😩
Hope it helps! The invoicing process in LEAP is beyond difficult and tedious.
I wish we could form a customer's union. We really like leap on the user side (mostly), but my office manager/bookkeeper curses the invoicing and accounting side and reporting needs so much more love. Very unfriendly, even with all the workarounds we've developed!
Agreed. The back office billing and client reporting is clunky at best. The whole billing process--Draft-Unapproved, Draft-Approved, Final-Sent makes no sense. Once you run a bill, correcting it is not possible. Billing Guides are actually the prebills you can correct matters from. I would be happy to participate in a working group if we could get Leap to form one. I am a former PC Law user and its billing process is 100% better.
I completely agree with you both. The invoicing and the reporting is a nightmare. We had Practice Panther before this and it was so much easier to run invoices. I find myself cursing and almost in tears when I have to run them every month. Even after I ran all the invoices yesterday and thought I finally figured out all the workarounds, there are a bunch of invoices that weren't generated and/or emailed for some reason, even though I KNOW I generated them and emailed them with the all the others in BULK. Our invoicing used to take a half day at most. With LEAP, it's now a multi-day process involving several people from my office. And we find kinks month after month. If LEAP is advertising that invoices can be run in minutes, they should clarify that it's 4,320 minutes per person, after which you will still learn that all of your invoices weren't generated or emailed.
We have been doing this since October 2019 and after a few cycles of fits and starts we realized that bulk billing wasn't for us because some clients want to see the time and fees for each entry, some don't, some lawyers aren't ready to bill on the 1st, etc, so we bill one a time but it works well. We're not experiencing that issue of invoices not generating. I'm pushing whenever I can about reports (I'm dying for hours reports!!). One thing I do like is the customer service. They have been great on things they can control. I've heard rumors that they are working on a reports revamp as well as an upgrade to timesheets.
