How to Find an Invoice

Ciara Clooney
Ciara Clooney
  • Updated

πŸ”Ž Step-by-Step Guide to Finding an Invoice

1️⃣ Log In to Your Brightflag Account

βœ” Go to Brightflag and log in using your credentials.

βœ” Navigate to Menu > Invoices > View Invoices.


2️⃣ Use Search & Filters for Quick Results

To quickly locate your invoice, use the available search and filter options:

βœ… Search Bar – Enter keywords such as:

  • Invoice Number
  • Matter Name
  • Client Matter ID

βœ… Apply Filters to Narrow Your Search:

  • Client Contact
  • Law Firm Contact
  • Status


 

3️⃣ Check Related Matters (Optional)

If the invoice is linked to a specific matter, you can also find it this way:

βœ” Navigate to Menu > Matters > View Matters.
βœ” Click on the relevant Matter Reference.


βœ” Click on the "Invoices" tab to view all associated invoices, including those submitted by colleagues that you have access to view. 


⚠️ Troubleshooting: Still Can’t Find Your Invoice?

If you cannot locate your invoice after searching and applying filters: 

❌ The invoice has only been partially uploaded.

πŸ”’ You don't have access to view the invoice. 

πŸ“Œ The invoice was uploaded by your client directly. 


πŸ“ž Still Can’t Find Your Invoice?
If none of the above steps resolve the issue, contact Brightflag Support for further assistance.


 

 

 

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