Removing the Purchase Order (PO) Restriction for Invoices

Overview

This article explains the process to request your client to remove the PO requirement for invoice submissions when your client does not require a purchase order (PO) number. When clients adjust this setting allows invoices to be submitted without encountering errors related to PO requirements.

Issue

In Brightflag, a PO requirement setting may prevent successful invoice submission if your client does not need a PO. This article provides steps to ensure that invoices can be submitted without triggering errors due to this setting.

Solution

Follow these steps to update the PO requirement and enable smooth invoice submissions.

Steps to Remove PO Requirement for Invoices

Step 1: Confirm Agreement with Client

1. Verify Client's PO Requirement: Confirm with your client that a PO is not needed for invoice submissions. Document any agreement or confirmation for your records.

Step 2: Client to Update Matter Settings

1. Client Action Required:

   • Log in to the Matter settings within Brightflag.

   • Locate the PO requirement setting and confirm that it is deactivated for this client’s invoices.

   Note: Brightflag Support cannot modify Matter settings directly. The client must make this change themselves.

Step 3: Resubmit Invoice

1. Resubmit the Invoice:
   • After the PO requirement is removed, resubmit the invoice to ensure there are no submission errors related to PO requirements.

Important Considerations

• Client Responsibility: Brightflag Support cannot change Matter settings on behalf of clients. All setting updates must be done by the client.
• Future Invoices: Ensure that the updated PO setting applies to all future invoices to avoid similar submission issues.

Tips and Notes

Tip: Remind the client to review the PO requirement setting to prevent future submission issues.

By following these instructions, you can ensure that the PO requirement does not interfere with invoice submissions, helping avoid delays and errors.