How to Submit an Hourly Fee PDF Invoice

Follow the steps below to submit your Hourly Fee PDF Invoice.
Alternatively, you can watch this video guide for a step-by-step walkthrough.

Step-by-Step Instructions

1. Access the Invoice Upload Section

• Navigate to Menu > Invoices > Upload PDF.

2. Upload Your Invoice

• Click Choose File to upload the PDF invoice from your computer.
• Once uploaded, the invoice preview will appear on the left side of your screen.

3. Select the Relevant Matter

• Use the Matter Search bar to find the relevant matter.
• Important: Ensure this is the same matter where the first invoice was submitted.

4. Invoice Resubmission Confirmation

• Select No under Is This a Resubmitted Invoice?

5. Choose Invoice Type

• Select Hourly Fee.

6. Enter Invoice Details

• Invoice Number: Enter the exact invoice number as it appears on the PDF.
  Mismatches will cause the rejection of the invoice.

• Currency: Select the currency shown on the PDF.
  Each invoice should have only one currency.

7. Input Billing Period

• Billing Period: Enter the start and end dates that correspond to the work period described in the invoice.
  Ensure the invoice covers only one month.

8. Set Invoice Date

• Invoice Date: Enter the date shown on the PDF invoice.

Adding Line Item Details

9. Fees, Expenses, and Discounts

• Fees: Enter the sum of all fee line items, excluding any discounts, expenses, or taxes.
• Expenses: Enter all expenses listed on the invoice.
• Discounts: Include any applicable discounts.
  Ensure the values in Brightflag exactly match the invoice PDF.

10. Input Total Tax

• Tax Amount: Enter the total tax as shown on your invoice.
  For guidance on tax codes and rates, click here.

11. Verify Invoice Total

• Invoice TOTAL: This will be auto-calculated. Make sure it matches the total on your PDF invoice.
  • If there’s a discrepancy, review your entries for errors.

12. Add Optional Notes

• You can add a note for your client (this will be visible during their review).

Submitting the Invoice

13. Submit Your Invoice

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

14. Final Confirmation

• You’ll be redirected to a confirmation page.
• Tick the box beside the invoice(s) you’re submitting and click Submit Selected Invoices.

Important Notes

Troubleshooting Tips

Video Guide

A video guide on how to submit hourly fee PDF invoices.

By f

Resources:

• Sample Hourly Invoice with Discount.pdf70 KB
• Brightflag PDF Guide.pdf600 KB