How to Resubmit an Hourly Fee PDF Invoice in Brightflag

📌 Important: Only rejected invoices can be resubmitted in Brightflag. If your invoice needs changes but has not been rejected, contact your client and ask them to reject it first. Brightflag Support cannot reject invoices on behalf of clients.

✅ You do not need technical expertise to complete this process. Follow the steps below in order and enter the information exactly as shown on your PDF invoice.

Before You Start (Read This First)

⚠️ Do not change the invoice number. The resubmitted invoice must use the same invoice number as the original rejected invoice, unless a legal requirement applies.

⚠️ If your client has asked you to split one invoice into multiple, submit each as a separate invoice. These should not be linked to the original invoice.

⚠️Wrong matter: If the invoice was submitted to the wrong matter, stop here and contact your client. Clients can move invoices to a different matter without resubmission.

How to Resubmit a PDF Invoice

Follow each step carefully. Skipping steps or entering information differently from the PDF may result in rejection.

Step 1: Go to Invoice Upload

1. Open the Menu at the top of the screen.
2. Select Invoices.
3. Click Upload Invoices.
4. Click Submit invoices in PDF instead.

Step 2: Upload the PDF File

1. Click Choose File.
2. Select the corrected PDF invoice from your computer.
3. Once selected, a preview of the invoice will appear on the left side of the screen.

Step 3: Select the Matter

1. Use the Matter Search bar to select the same matter used for the original invoice.

⚠️ Stop here if needed: If the invoice should be uploaded to a different matter, do not continue. Contact your client—they can move the rejected invoice for you.

Step 4: Mark the Invoice as a Resubmission

1. Under Is this a resubmitted invoice?, select Yes.

Step 5: Link the Original Invoice

1. Open the Link to Invoice drop-down.
2. Select the original rejected invoice number.

Step 6: Choose the Fee Type

1. Select Hourly Fee.

Step 7: Enter Invoice Details

Carefully complete the fields below. All values must match the PDF exactly. All fields must be completed. 

• Invoice Number
  Enter the invoice number exactly as shown on the PDF. Do not change this unless legally required.
• Currency
  Select the currency shown on the PDF. Each invoice must use one currency only.
• Billing Period
  Enter the billing period start and end dates exactly as shown on the PDF.
  • The invoice must cover one month only.
• Invoice Date
  Match the invoice date to the date shown on the PDF.
• Fees, Expenses, and Discounts
  Enter these amounts exactly as listed on the PDF. Any discrepancies or unverifiable details may result in rejection. Don't leave any fields empty. All fields must be completed. 
• Total Tax
  Enter the total tax amount. Refer to the tax guidance article if needed.
• Invoice Total
  Confirm the system-calculated Invoice TOTAL matches the total shown on the PDF. Do not change the auto-calculated amount. Do not change this field. 

Step 8: Submit the Invoice

1. Click Submit Invoice.
2. Click Submit again in the confirmation pop-up.

✅ Submitting here does not send the invoice to the client yet. You must complete the confirmation step below.

Step 9: Add Attachments 

1. You will be redirected to the confirmation page.

2. Click Attachment if you need to include an attachment alongside your PDF.

   

Step 10: Final Completion

1. Check the tick box and submit the invoice to confirm the PDF upload.