Sharing an Invoice with Colleagues

If a colleague can’t see an invoice you’ve submitted or have access to, you can share the invoice directly with them from Brightflag.

🔄 How to Share an Invoice

Follow the steps below to share an invoice with another user at your firm.

1️⃣ Go to the Invoices Page

• Navigate to Menu > Invoices > View Invoices.

2️⃣ Locate the Invoice

• Use the Search field to find the invoice.

• You can search by:

  • Invoice Number

  • Matter Name

  • Client Matter ID

3️⃣ Share the Invoice

1. Click the Actions button next to the invoice.

2. From the dropdown menu, select Share Invoice.

3. Begin typing the colleague’s email address and select it from the list.

4. Click Share to confirm.