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Knowledge BaseChanging Invoice Statuses in Bulk
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Changing Invoice Statuses in Bulk

  • 10/07/2025
  • Knowledge

How To
Click to edit heading

Learn how to update the status of multiple draft invoices in bulk, eliminating the need to open each matter individually.

  • Desktop
  • Web

  1. Click the LEAP Menu > Accounting > under Office Accounting > Change Invoice Status.

  2. ClickUser-added imageto select a Batch No., if required. This is useful if you wish to change the status of a batch of invoices which were created in bulk.

  3. Enter or click to Set Invoice Date.

  4. Select the Set Status of the invoices.  

  5. ClickUser-added imageand select a Debtor to display invoices for that debtor only, if required.

  6. ClickUser-added imageand select a Person Responsible to display invoices for matters where the Person Responsible is selected, if required.

  7. ClickUser-added imageand select a Person Acting to display invoices for matters where the Person Acting is selected, if required.

 
Click to edit heading

Click on Clear Filters to remove any of the selected filters to display all invoices that can be changed.

  1. Tick the Print checkbox, if required.

  2. Tick the matter(s) you wish to change in the invoice status for.

 
Click to edit heading

Right-click on any of the listed invoices to Open Matter or Open Invoice directly from the Change Invoice Status window. You can also Delete selected invoices.

  1. Tick the arrow next to the checkbox at the top of the table on the left-hand side and choose Select All to select all the listed invoices or Select None to untick the selected invoices.

  2. Save & Close to change the status of the selected invoices.

  1. Click > Accounting > under Office Accounting > Change Invoice Status.

  2. Click  to select a Batch No., if required. This is useful if you wish to change the status of a batch of invoices which were created in bulk.

  3. Select the Set Status of the invoices.

  4. Click  and select a Person Acting to display invoices for matters where the Person Acting is selected, if required.

  5. Click  and select a Person Responsible to display invoices for matters where the Person Responsible is selected, if required.

  6. Click  and select a Debtor to display invoices for that debtor only, if required.

  7. Tick the Print checkbox, if required.

  8. Tick the matter(s) you wish to change in the invoice status for.

    Alternatively, tick the first checkbox next to Matter No. to select all invoices or untick.

  9. Click Save to change the status of the selected invoices.

Last Modified Date
10/07/2025 6:06 pm
Title
Changing Invoice Statuses in Bulk
URL Name
Changing-Invoice-Statuses-in-Bulk-NZ

Resolution
Office Accounting
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Changing Invoice Statuses in Bulk