1. Brightflag
  2. Client Users
  3. Invoices

How to Download the Invoice PDF/Summary PDF/Excel/LEDES File of an Invoice

Updated

This guide details how to download the invoice's PDF/Summary PDF/LEDES/Excel document, providing the data extracted from the vendor's invoice in a different format.

NOTES:

- Brightflag generates the Excel file based on the vendor's invoice document. The file contains three separate tabs for the invoice overview, fee lines, and expense lines.

- The PDF and LEDES options will only be available if the vendor uploads the respective file types.

- The Summary PDF will only be available once the invoice has been fully approved

 

To download the Invoice PDF/Summary PDF/Excel/LEDES File of an invoice:

1. Find the relevant invoice by navigating to Menu > Invoice Management > Invoices.

2. Open the invoice you wish to download, click the download icon, and select one of the options:

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