How to Resubmit an Hourly Fee PDF Invoice in Brightflag

Please note: Only rejected invoices can be resubmitted. If your invoice needs to be resubmitted but hasn't been rejected by the client, please contact them and request that they reject it in Brightflag. Brightflag Support cannot reject invoices on behalf of clients.

Important Steps Before Resubmitting Your Invoice

Do not change the invoice number.

• If the invoice was rejected because it was submitted to the wrong matter, contact your client. They can manually move the rejected invoice to the correct matter.
• If your client advises splitting one invoice into multiple, submit these as separate invoices that are not linked to the original.

How to Resubmit a PDF Invoice

You can either watch this video guide or follow the step-by-step instructions below:

Step-by-Step Guide

1. Go to:
   Menu > Invoices > Upload PDF

2. Upload the Invoice PDF:
   Click Choose File to upload the PDF invoice from your computer. Once uploaded, a preview will appear on the left side of your screen.

3. Select the Relevant Matter:
   Use the Matter Search bar to select the same matter to which the original invoice was submitted.

4. Indicate Resubmission:
   Select Yes under the "Is This a Resubmitted Invoice?" field.

5. Link to the Original Invoice:
   Open the Link to Invoice drop-down and select the matching invoice number.

6. Choose Fee Type:
   Select Hourly Fee.

7. Enter Invoice Number:
   Input the invoice number exactly as it appears on the PDF.

8. Select Currency:
   Choose the currency that matches the PDF. Each invoice should use only one currency.

9. Enter Billing Period:
   Input the billing period’s start and end dates, ensuring they match the period described in the invoice. The invoice should only cover one month.

10. Set Invoice Date:
    Match the Invoice Date to the one on the PDF.

11. Input Fees, Expenses, and Discounts:
    Ensure these match the details on your PDF exactly.

12. Enter Total Tax:
    For guidance on tax codes and rates, click here.

13. Verify Invoice Total:
    Ensure the auto-calculated Invoice TOTAL matches the total on your PDF. If there is a discrepancy, double-check your entries.

14. Optional:
    Add a note for your client, which will be visible during their review.

15. Submit Invoice:
    Click Submit Invoice. Confirm by clicking Submit in the pop-up window.

Confirmation and Final Submission

1. After submitting, you will be redirected to the confirmation page.
2. Tick the box beside the invoice(s) you’re submitting.
3. Click Submit Selected Invoices to complete the process.

Tips

• Always double-check the invoice details before resubmitting to prevent further rejections.
• Make sure all fields match the PDF exactly.

Keywords

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