Overview
Instead of searching for individual invoices, you can view all invoices associated with a specific matter directly within Brightflag. This allows for easy tracking and access to key invoice details.
How to View All Invoices for a Matter
1️⃣ Find the relevant matter
- Go to Menu > Matter Management > Search/Add Matters
- Locate and select the matter you need
2️⃣ Click on the Matter Ref
- This will open the Matter Overview Page
3️⃣ Navigate to the “Invoices” tab
- This tab contains all invoices associated with the matter.
- You'll see key invoice details, such as invoice numbers, amounts, and statuses.
4️⃣ Click on an invoice number
- This will open the Invoice Analysis Page, where you can review invoice details and breakdowns.
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