Adjusting an Invoice: for Brightflag Customers (Clients)

After reviewing an invoice and understanding the flags present on an invoice, you may want to adjust the invoice fees. An invoice can be adjusted in a number of ways.

Vendor (law firm) users can view adjustments on an invoice after you have approved or rejected it. 

To make a flag adjustment:

1. Use the Toggle option besides a flag to adjust the invoice to the total value of the identified potential savings. 

1. If you would like to allow for certain instances of a flag, you can then exclude individual line items from the adjustment. 
   • Click on the flag title to filter the line items related to that flag. Scroll down to see these lines.

• • You can then review the lines for appropriate cases of charging for that flag. You can toggle off the individual line to exclude it from your adjustment.

To manually adjust a line:

1. Scroll down to the line items at the bottom of the page.
2. Click on the relevant field of the line item that you want to adjust the Time, Rate, or Total. We recommend that you enter an adjustment reason in the box provided so that your vendor understands the reason for the adjustment.

To make an invoice-level adjustment:

1. Navigate to the fees box on the top right corner

2. Besides Adjustments, click on the blue + button.

3. Enter the amount being reduced from the invoice. Note: if you input an invoice level adjustment and approve the invoice (if approval on adjusted invoices is enabled), the law firm will only be able to see the adjustment and adjusted total; approver comments are not visible to law firms. If you reject the invoice, it's recommended to include the adjustment reason in your rejection reason for the firm to review.

To review the invoice's adjustment breakdown:

1. Navigate to the fees box on the top right corner
2. The Adjustment Breakdown section will list all of the adjustments that you have made on the invoice.
3. After you have approved the invoice, click on Download Invoice above the line item grid to get a spreadsheet copy of the exact adjustments. Your vendors have access to this same spreadsheet on the law firm portal too.

After you made your adjustments, you will need to either reject or approve the invoice (depending on your company's settings). The following guide takes you through this: Approving or Rejecting an Invoice