How to Add Comments on an Invoice in Brightflag How to Add Comments on an Invoice in Brightflag

How to Add Comments on an Invoice in Brightflag

 

Brightflag provides multiple ways to add comments to invoices for internal tracking, vendor communication, and approval workflows. This guide explains each comment type, where to add it, and who can view it.


💬 Types of Invoice Comments

1️⃣ Invoice Level Comments (Internal Comments / Private Notes)

Invoice level comments are used by clients to record high level reviews and support internal collaboration within their legal team.

Where to Add
Top right corner of the invoice review page, by selecting the Comments button.

Visibility
👀 Internal users only
Vendors do not have access to see invoice level comments.

Uses

  • Communicate internally about invoice review

  • Record high level summaries or decisions

  • Track internal discussions and follow ups

📘 Note
If you need to remove an invoice level comment, please submit a request Brightflag Support for removal.

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2️⃣ Line Item Adjustment Reason

Where to Add
When manually adjusting an invoice line item.

Visibility
👀 Visible to vendors

Uses

Helps vendors understand why a specific adjustment was made to a line item.

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3️⃣ Approval Note

Where to Add
When approving an invoice.

Visibility
👀 Internal users only
Not visible to vendors.

Uses

  • Appears beneath your name in the approval workflow

  • Documents the internal decision making or reasoning behind an approval

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4️⃣ Rejection Reason Note

Where to Add
When rejecting an invoice.

Visibility
👀 Visible to vendors

Where It Appears

  • Vendor email notification

  • Vendor portal invoice summary

  • Internal comment history

Uses
Ensures vendors understand why their invoice was rejected.

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5️⃣ Notify Vendor (Custom Email Message)

Where It Can Be Added

  1. When rejecting an invoice, if the "Send Firm Rejection Email" action is configured in the invoice’s AP Route.

  2. When approving an invoice as the final reviewer, if the "Send Firm Approval Email" action is configured in the invoice’s AP Route.

Visibility
👀 Only visible in the vendor notification email
Not stored internally in Brightflag.

Uses
Allows you to communicate additional context to the vendor without leaving a permanent record in the system.

💡 Tip
Edit the email before sending if you need to add more detail for the vendor.

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📊 Summary Table: Comment Types and Visibility

Comment TypeWhere to Add ItVisibility
Invoice Level CommentsComments button in the top right of the invoiceInternal users only
Line Item Adjustment ReasonWhen adjusting a line itemVisible to vendors
Approval NoteWhen approving an invoiceInternal users only
Rejection Reason NoteWhen rejecting an invoiceVisible to vendors
Notify Vendor (Custom Email)During rejection or approval (if email actions are configured)Only included in vendor email (not logged)