How do you send invoices to multiple parties? We have large clients where both the owners and the accounting group need to get all statements. It is very difficult to do manually. I understand the accounting pulls the default email from general details

Hello Scott,

Thank you for contacting the LEAP Help Desk.

Please create separate cards for each recipient.

Multiple invoices can be sent out through invoice mailing.

1. Click the LEAP Menu > Accounting > under Operating Accounting > Invoice Mailing.
2. The Invoice Mailing window will open.
3. Click  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.
4. Select the Status of the invoices which is to be changed i.e. <All>, Draft - Unapproved Draft - Approved, or Final - Printed/Sent.
5. Click  then select a Debtor to display invoices for that debtor only.
6. Click  then select a Person Responsible to display invoices for matters where the Person Responsible is selected.
7. Click  then select a Person Acting to display invoices for matters where the Person Acting is selected.
8. Select the Payment Status as Open or Paid.

 Click on Clear Filters to remove any of the selected filters to display all invoices.

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

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

11. 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.

Right-click any invoice then select Open Invoice to open it directly from the Invoice Mailing window. Any changes made will be saved back.

12. Click Email/Print.

You an also set up an invoice mailing invoice template through the instructions here:

://community.leap.us/s/article/Invoice-Mailing-US#@desktop:create-an-invoice-mailing

Best,

Misty