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Create a Disbursements Only Invoice

  • 02/12/2025
  • Knowledge

How To

New Invoice Advanced ensures disbursement-only invoices are created efficiently. For more information refer to Creating an Invoice Advanced.

You can also create a disbursement-only invoice manually that only contains items in the Disbursements section and no items in the Professional Fees section of the invoice using these steps:

  1. Open the matter.

  2. Click LEAP Accounting. 

    LEAP Accounting will open in a new window.

  3. Click the Office Accounting > Payments & Debtors tabs.

  4. Click New Invoice.

  5. Select the items you wish to remove from the Professional Fees section.

    Hold Ctrl on your keyboard to select multiple items.

  6. Right-click the selected item (or any of the multiple selected items) and select the following:

    • Remove From Invoice
    • Remove & Set to Not Billable (Time & Fees only)
    • Remove & Set to Billable - Later Invoice (Time & Fees only)

  7. Click Save & Close.

Last Modified Date
2/12/2025 4:40 am
Title
Create a Disbursements Only Invoice
URL Name
Create-a-Disbursements-Only-Invoice-UK

Resolution
Office Accounting
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Create a Disbursements Only Invoice