Download Invoices Report

14/05/2025
Knowledge

How To

Location: LEAP Menu > Reports > Office > Download Invoices

Purpose: Downloads invoices into a single document, based on your specified period and select matters. The report offers options to customise by invoice status, sorting order (by matter or invoice number) and itemisation.

Click to edit heading

How to generate the repot:

1. Set Filters: Begin by setting the desired filters/display options and clicking 'View' to generate a Matter List. The Matter List only includes matters that meet the specified filter settings.

For example, if you set the 'Invoices' filter to include only final invoices and select the invoice period from 1 January to 31 January 2024, the list will display only those matters containing final invoices dated within this specified period.

2. Refine List: Optionally, refine this list by typing in the 'Search' box.

3. Download Invoices: Select matters to download their invoices to a single document.

Report Filters:

Date Range

Includes all invoices dated within the specified period, based on inovices' Transaction Date.

Invoices

Includes the following filters:

Invoice Status: Filter invoices by status to tailor the report output. You can select one or more of the following options:
- Draft Unapproved
- Draft Approved
- Printed Sent (Final)
Order Invoices by: Provides an option to sort out invoices in the consolidated downloaded document:
- Invoice No.: Sort these invoices by invoice number in ascending order, ensuring lower-numbered invoices appear before higher-numbered invoices.
- Matter No.: Sort these invoices by matter number in ascending order, ensuring invoices from lower-numbered matters appear before higher-numbered matters.
Itemised: Provides an option to control the level of details displayed for items grouped on invoices.
- Yes: Only shows group descriptions and amounts without the individual items within the group.
- No: Shows detailed items within each group.

For instructions on how to group similar items on invoice, please refer to this article (under the 'Group Similar Items' section).

For

Provides an option as to whether to include split debtor(s) in the 'Mail to' section of a downloaded invoice:

Debtors: Invoices are addressed to the matter debtor only.
Debtors/Split Debtors:
- Invoices without split debtors are still addressed to the matter debtor only.
- Invoices with split debtors are addressed to split debtors individually. The invoice will display invoiced items or groups of items, followed by the amounts applicable to each specific split debtor.

NOTE: For instructions on how to split an invoice among multiple debtors, please refer to this article.

Matter List:

Matter No.	The matter number.
Matter Type	The matter type.
Client Name	The client name.
Responsible	The 'Person Responsible' on the matter.
Acting	The 'Person Acting' on the matter.
Status	The matter’s Status.

Last Modified Date

14/05/2025 12:02 pm

Title

Download Invoices Report

URL Name

Print-Invoices-Report-NZ

Resolution