Katherine Pawlak (Customer) asked a question.
How do I list more than one credit on a finalized invoice?
- Devang Shah (LEAP)
Hi @Katherine Pawlak (Customer),
Thank you for posting on LEAP Community Discussions.
If an invoice is in Draft status, then credits can easily be listed. After an invoice status has been changed to Final, credits cannot be listed however the invoice may certainly be adjusted. Detailed instructions can be found in the "Adjust/Write Off a Finalized Invoice" section at https://community.leap.us/s/article/Create-an-invoice
If you would like to schedule a convenient time to discuss invoicing options with your firm's LEAP Practice Management Advisor, you may do so at: https://outlook.office365.com/owa/calendar/LEAPLegalSoftwarePMA@leap.com.au/bookings/
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang
Expand Post
Hi @Katherine Pawlak (Customer),
Thank you for posting on LEAP Community Discussions.
If an invoice is in Draft status, then credits can easily be listed. After an invoice status has been changed to Final, credits cannot be listed however the invoice may certainly be adjusted. Detailed instructions can be found in the "Adjust/Write Off a Finalized Invoice" section at https://community.leap.us/s/article/Create-an-invoice
If you would like to schedule a convenient time to discuss invoicing options with your firm's LEAP Practice Management Advisor, you may do so at: https://outlook.office365.com/owa/calendar/LEAPLegalSoftwarePMA@leap.com.au/bookings/
If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang