How to View All Invoices in a Matter How to View All Invoices in a Matter

How to View All Invoices in a Matter

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

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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.