Submitting a credit note in PDF format follows the same process as submitting an Hourly Fee PDF invoice.
š Before you begin, make sure you follow all standard steps in the
āHow to Submit an Hourly Fee PDF Invoice guide.
There are a few important differences to remember when submitting a credit note.
Key Differences for Credit Notes
1ļøā£ Enter negative values in Brightflag
All values must be entered as negative numbers when submitting a credit note.
ā ļø Important
The negative amounts entered in Brightflag must exactly match the values shown on the PDF.
2ļøā£ Your PDF must clearly show it is a credit note
Your PDF must clearly indicate that it is a credit note.
The PDF must:
Display a negative total, matching the total entered in Brightflag
Clearly include the words āCredit Noteā on the cover page
3ļøā£ Submit the credit note as a standalone document
Credit notes must be submitted separately from invoices with charges.
ā ļø Warning
Do not include a credit note in the same submission as invoices with positive amounts.
Submitting them together can block or delay processing.