Below is a step-by-step guide for submitting an Hourly 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 Hourly Fee.
Warning: If this is a resubmission, follow the Resubmission Guide. If it is a fixed fee invoice, follow the Fixed Fee Guide.
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
Enter Fees, Expenses, and Discounts exactly as they appear on the PDF.
Warning: Discrepancies will cause rejection. What's on your Invoice PDF needs to match EXACTLY with what you enter here.
Step 7
Enter the total tax amount.
Warning: Some clients require you to select tax from a dropdown. If the tax you need is missing, contact the client to add it. Support cannot add tax options.
Step 8
Review the Invoice Total.
Warning: This 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.
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