How to Submit a Credit Note in PDF format on Brightflag

Submitting a credit note in PDF format on Brightflag follows a similar process to submitting a regular invoice. However, there are a few important differences and requirements to ensure your credit note is submitted correctly.

Key Differences for Credit Notes

1. Select Hourly Fees

• Even if the fee type on the invoice is Fixed Fee, you must select Hourly Fees when submitting a credit note.
• Note: The Agreed Fixed Fee option cannot be used for credit notes.

2. Enter Negative Values

• All amounts must be entered as negative values.
• Example: If the original invoice was $1,000, enter the amount as -1,000 on the credit note.
• Refer to the screenshot below for an example.

3. PDF Requirements

Your PDF must meet the following criteria:

• Display a negative total.
• Clearly include the words "Credit Note" on the cover page.

💡 Tip: Highlight the total amount to ensure clarity.

4. Associate the Credit Note with a Matter

• Attach the credit note to the same Matter as the original invoice that was either:
  • Paid in error.
  • Overpaid.

5. Submit as a Standalone Document

• Credit notes must be submitted separately.
• Do not include a credit note alongside invoices with fees being charged.

Additional Tips

• Clear Totals: Ensure all totals are easy to read and prominently displayed on the PDF.
• Use LEDES Format: While PDF submissions are supported, using LEDES files can improve accuracy, minimize errors, and speed up processing.