Open the relevant matter.

Click LEAP Accounting. 

LEAP Accounting will open in a new window.

Select one of the options below:

• Debtor Statement of Account - To access this, open a debtor card and click on .
• RapidPay Statement of Account - Summary - To access this, select the Office Accounting tab. Click  and select the appropriate option.
• RapidPay Statement of Account - Debtors Ledger - To access this, select the Office Accounting tab. Click  and select the appropriate option.
• Client Request Trust Funds Statement - To access this, select the Client Funds tab. Open an Request Trust Funds. From the Request Trust Funds window, click  and select New RapidPay email.

Rapid Bill will generate a populated template for the selected transaction.

Review the email template and edit as necessary.

Preview the email before sending. This will allow you to view the email as your client would see it, with all the fields populated with real details.

When you're finished, click Send Email to send an email to the recipient. ​

Emails sent using Rapid Bill are saved to the Correspondence List of the matter.

Generate a Rapid Bill.

Click the Edit option next to Preview. Rapid Bill fields will display.

Click in the body of the email to display the formatting toolbar. To access all Rapid Bill fields, click Tags on the formatting toolbar.

Make your changes to the Rapid Bill by editing the default text and/or adding tags.

When you're finished, click Save As New Template at the bottom left corner.

Enter a name for the Custom Rapid Bill Template, then click Save.

Select the required Rapid Bill template.

Click the additional options against Save Template .

Select Delete.

Select the required Rapid Bill template.

Click the additional options against Save Template .

Select Rename.