Rejecting an Invoice in Brightflag

If an invoice does not meet the required criteria, follow these steps to reject it:

1️⃣ Locate the Invoice

📌 Via Invoice Management:

• Navigate to Menu > Invoices and locate the invoice.
• Click on the Invoice Number to open the Invoice Analysis page.

📌 Via Dashboard:

• Navigate to Menu > Dashboard.
• Under the Invoices to Review tab, find the invoice awaiting your review.
• Click on the Invoice Number to open the Invoice Analysis page.

2️⃣ Reject the Invoice

• In the top right corner of the screen, click Reject.

3️⃣ Add Notes (Recommended)

📌 Rejection Comment: This note is added internally and can also be seen by the law firm.
📌 Vendor Note: This note is only sent to the invoice uploader via email and does not appear as an internal note.

4️⃣ Notify the Vendor (Recommended)

• If you want to notify the vendor of the rejection, ensure the Notify Vendor box is populated with their email address.
• This field may already be pre-filled with the invoice uploader's email.

5️⃣ Confirm Rejection

• Click Reject or Reject and Next Invoice.
• If you select Reject and Next Invoice, you will be directed to the next pending invoice for review.

✅ Need to reverse a rejected invoice? See this guide: How to Change the Status of an Invoice