How To Upload a Pro Forma LEDES Invoice (BETA)

Pro forma invoices allow Brightflag customers to review work in progress and expected costs before a final (standard) invoice is issued. 

Important Submission Rules

Before submitting a Pro Forma invoice, note the following:

• ✅ Pro forma invoices can only be submitted as LEDES invoices.

• ✅ A Pro Forma invoice can only be submitted if there is no regular (standard) invoice already submitted on the matter. 

• ✅ If you don't see the option to upload a Pro Forma invoice, this means that your customer does not have this feature enabled in Brightflag. 

Uploading a Pro Forma Invoice

• A new “Upload Pro Forma” button appears alongside the standard Upload Invoice button.

Invoice Type Column

A new “Invoice Type” column has been added to the submission table.

This column displays either:

• Pro Forma

• Standard

This ensures invoice type is clearly visible prior to submission and during review.

Automatic Linking Between Pro Forma and Standard Invoices

Brightflag automatically links related invoices where possible.

🔗 Pro Forma Linking Rules

Pro Forma invoices are automatically linked based on:

• Most recent upload date

• Matter ID

• Vendor ID

When a vendor later submits a Standard invoice, it is automatically linked to the relevant Pro Forma invoice.

This ensures continuity between estimated and final billing.

Submission Workflow

Aside from selecting the invoice type:

• The remainder of the submission process follows the standard steps.