How to Find an Invoice

It is easy to locate a specific invoice within Brightflag, whether you submitted it yourself or a colleague did. Follow the steps below to find any invoice in the system:

Step-by-Step Guide:

1. Log In to Your Client Account:

   • Access your Brightflag account using your login credentials.
   • Navigate to Menu > Invoices > View Invoices.

2. Search and Filter:

   • Use the search bar to input relevant keywords related to the invoice, such as invoice number, client name, or date.
   • You can apply filters to refine your search, including filters for the submission date, invoice status, or the user who submitted the invoice.
     

3. Find Invoices Submitted by a Colleague:

   • To locate an invoice submitted by a colleague, use the filters to select the colleague’s name or email.
   • Could you look over the list of invoices that appear and locate the one you need?

4. Check Related Matters (Optional):

   • If the invoice is linked to a specific matter, you can also find it by navigating to Menu > Matters > View Matters.
   • Select the relevant matter by clicking on the Matter Reference, then go to the "Invoices" tab to view all associated invoices, including those submitted by colleagues.
     

Troubleshooting:

• Still Can’t Find Your Invoice?
  • If you are still unable to locate the invoice after using the search and filter options, click here for additional support or troubleshooting tips.