Commenting on an Invoice

There are several ways in which you can add a comment:

Internal Comments box:

• In the top right corner, there is a comment box where you can add any information relevant to the invoice. These comments can be added at any point in time and will not be visible to your vendors. 

Line Item Adjustment Reason:

• If you manually adjust a line item by clicking on the individual value on the invoice breakdown, you have the option to add a comment/ reason for the adjustment. This will be visible to your vendor. 

Approval Note box:

• When approving an invoice, you will be presented with the box Approval note. Here you can add an internal note that your vendors will not see. The note will be stored beneath your name in the invoice approval workflow.

Rejection Reason Note:

• When rejecting an invoice, you will be presented with the box Rejection Reason Note. These comments will be logged in the email that goes to your firm, on the law firm portal invoices page, and in the internal comments box. 

Notify Vendor:

• When rejecting an invoice, if there is information that you want to share with your vendor but you don’t want to be logged anywhere, you can edit the email that your vendor receives directly.