Invoice Submitted to the Wrong Matter in Brightflag

If you’ve submitted an invoice to the wrong Matter in Brightflag, don’t worry — this can be fixed! However, only your client has the ability to move an invoice to the correct Matter. Here's everything you need to know to resolve the issue quickly and correctly.

❓ Why Does This Happen?

Submitting an invoice to the wrong Matter can occur due to:

• Selecting a similar or outdated Matter name
• Using an incorrect Matter ID
• Submitting to a Matter that has since been closed or archived

🔁 Can the Invoice Be Moved?

Yes — but only by your client.
Your client can move an invoice to a different Matter only while the invoice is in a Pending (also known as “With Client”) status.

⚠️ Invoices cannot be moved by Brightflag Support
Only the client has permission to move invoices between Matters, regardless of whether the Matter is open or closed.

✅ How to Resolve This Issue

1️⃣ Confirm the Invoice Status

Check that your invoice is still in Pending status:

• Go to Menu > Invoices > View Invoices
• Locate your invoice
• Ensure the status is Pending/With Client

If the invoice has already been approved or rejected, it cannot be moved to another Matter.

2️⃣ Contact Your Client

Reach out to your Matter Lead or Client Admin and request one of the following:

• 🟢 Move the invoice to the correct Matter
  Provide the correct Matter name or ID where the invoice should be assigned.
• 🔁 Reopen the original Matter (if applicable)
  If the invoice needs to remain on the originally selected Matter but it’s closed, ask the client if they can temporarily reopen it.
• 🆕 Advise if there is a new Matter ID
  If a new Matter has replaced the original, request the new Matter ID for resubmission.

💡 Tip: If you’re not sure who to contact, you can Submit a Request to Brightflag Support, and we’ll help you get in touch with the right person.

📌 Important Notes

⚠️ Brightflag Support Cannot Move Invoices
This must be handled by your client.

🕒 Invoice Must Be in Pending Status to Be Moved
Once an invoice is approved or rejected, it becomes locked and cannot be reassigned to another Matter.

🔒 Closed Matters Cannot Accept New Invoices
If your invoice must remain on a closed Matter, the client will need to reopen it first before resubmission is possible.

✅ Summary

🧭 Next Steps After Contacting Your Client

• If the invoice is moved by your client: ✔ You’re all set — no further action needed!
• If you’re asked to resubmit to a new Matter: ✔ Ensure you reference the correct Matter ID before uploading your invoice again.