Billing Categories

Jan 14, 2026
Knowledge

How To

Learn how to add and assign Billing Categories to a matter, simplifying filtering in the Create Invoices window and Advanced Search in the matter List. LEAP includes two default billing categories: 'Bill on completion' and 'Bill monthly'.

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Add a New Billing Category

Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.

Click on Accounting > Billing Categories.
Select New Billing Category to add a new category.
Enter a Billing Category Name.
Click Save.
Repeat the above steps to add more billing categories.

Once a billing category is assigned to the matter, you'll be able to filter the Create Invoices window and Advanced Search in the matter List by the billing category.

Assign a Billing Category to a Matter

Open the matter.
Click on Details within the Details & Correspondence tab.
Click the Accounting tab.
Select a Billing Category from the drop-down.
Click OK.

Delete a Billing Category

To delete a billing category:

Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click on Accounting > Billing Categories.
Open a billing category.
Click Delete.
Confirm the deletion.

Archive a Billing Category

To archive a billing category:

Click the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click on Accounting > Billing Categories.
Open a billing category.
Click Archive.

Add a New Billing Category

Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click on Accounting > Billing Categories.
Select New Billing Category to add a new category.
Enter a Billing Category Name.
Click Save.
Repeat the above steps to add more billing categories.

Assign a Billing Category to a Matter

Open the matter.
Click on the Matter Details tab to open the Additional Matter Details window.

Click on Accounting.
Select a Billing Category from the drop-down.
Click Save.

Delete a Billing Category

To delete a billing category:

Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click on Accounting > Billing Categories.
Open a billing category.
Click Delete.
Confirm the deletion.

Archive a Billing Category

To archive a billing category:

Click > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Click on Accounting > Billing Categories.
Open a billing category.
Click Archive.

Last Modified Date

14/01/2026 5:37 AM

Title

Billing Categories

URL Name

Billing-Categories-CA

Resolution