How to Submit a PDF Fixed Fee Invoice

Below is a step-by-step guide for submitting a Fixe Fee invoice in PDF format in Brightflag.

⚠️ Important
Please follow all 12 steps. Missing the final step can leave your invoice blocked and not processed.

Step 1
Go to Menu > Invoices > Upload Invoices and click “Submit invoices in PDF instead.”

Step 2
Click Choose File and select your invoice PDF. 
Warning: File must be under 7MB. If upload fails, rename the file without symbols (like #, %, &).
 

Step 3
Use the Matter Search bar to select the correct matter.
Warning: You must select a matter before choosing a currency. If the currency field stays unavailable after selecting a matter, contact your client. They may need to update your paysites or PO numbers.
Warning: If no matter appears in the list, check with your client to confirm you have access to that matter.
 

Step 4
For “Is this a resubmitted invoice?” select No. Then choose Agreed Fixed Fee.

Step 5
Enter the invoice details exactly as shown on the PDF: invoice number, currency, billing period, and invoice date.
Warning: Any mismatch will cause rejection. The Billing Period should only span one month. 
 

Step 6
Click the ➕ icon beside Agreed Fixed Fee and enter:

• Fee amount

• Description

• Date
  Warning: Discrepancies will cause rejection. What's on your Invoice PDF needs to match EXACTLY with what you enter here. 

Step 7
If the invoice includes expenses:

• Click the ➕ icon beside Expenses

• Enter the expense details exactly as shown on the PDF

Step 8
Enter 0 in the Discount field if no discount applies. Enter 0 in the Total Tax field if no tax applies. 
Warning: The Invoice Total is auto-calculated. Do not change it. If the total does not match the PDF, review your entries.

Step 9
(Optional) Add a note for your client.
 

Step 10
Click Submit Invoice, then confirm again in the pop-up window.
 

Step 11
On the confirmation page, click Add Attachment if required.
 

Step 12
Tick the box beside your invoice, then click Submit Selected Invoices.
Warning: If you don't complete this step, your invoice will be blocked and it won't be processed. Don't forget this step.