How to Submit a Credit Note in PDF format on Brightflag

Submitting a credit note in PDF format to Brightflag is very similar to submitting a regular invoice, but there are a few key differences to keep in mind:

• Select Hourly Fees even if the fee type on the invoice is Fixed Fee. Credit notes cannot be submitted using the Agreed Fixed Fee option.
• Enter Negative Values: Make sure to enter all amounts as negative values (see screenshot below). 
• PDF Requirements: Your PDF must show a negative total and include the words "credit note" on the cover page.
• Matter Association: Attach the credit note to the same matter as the original invoice that was paid in error or overpaid.
• Standalone Submission: Credit notes should be submitted separately and not included with an invoice that contains fees being charged.
• Clear Totals: Ensure that the totals are clearly defined and highlighted on the PDF.