Submitting a credit note in PDF format follows a process similar to that for submitting a standard invoice. There are a couple of key differences, which are outlined below.
š Before you begin, make sure you follow all standard steps in the
āHow to Submit an Invoice on Behalf of a Vendor guide to populate the vendor, matter, currency, and date fields.
There are a few important differences to keep in mind when submitting a credit note.
Key Differences for Credit Notes
1ļøā£ Enter negative values in Brightflag
All values must be entered as negative numbers when submitting a credit note.
ā ļø Important
The negative amounts entered in Brightflag must exactly match the values shown on the PDF.
2ļøā£ Your PDF must clearly show it is a credit note
Your PDF must clearly indicate that it is a credit note.
The PDF must:
Display a negative total, matching the total entered in Brightflag
Clearly include the words āCredit Noteā on the cover page
3ļøā£ Submit the credit note as a standalone document
Credit notes must be submitted separately from invoices with charges.
ā ļø Warning
Do not include a credit note in the same submission as invoices with positive amounts.
Submitting them together can block or delay processing.
Once the above steps have been completed, you may proceed with attaching the Invoice PDF and submit the credit note for processing:
