How to Add Billing Details to a Vendor in Brightflag

🔹 Who Can Add Billing Details?

✔️ Vendor Law Firms can usually enter their own billing details via:
📍 My Firm > Firm Details

✔️ Client Admins can also add or update billing details for a vendor.

📌 Important: If your Paysites feature is enabled, vendors cannot edit their billing details in Brightflag.

🔹 How to Enter Billing Details as a Client Admin

👤 Admins Only

1️⃣ Navigate to Vendor Management

📍 Go to: Menu > Vendors > Vendor Management

2️⃣ Locate the Vendor

🔍 Search for the vendor you want to update.

3️⃣ Open the Vendor’s Office Details

🔹 Click "Offices" > View

4️⃣ Add Billing Details

🔹 Click "Add"
🔹 Enter the necessary billing details in each field.

5️⃣ Save the Changes

✅ Ensure all details are correct and save the updates.

📌 Note: The updated billing details will be reflected on the Vendor's Law Firm Portal.

✔️ If the change is significant, it is recommended to inform the vendor to avoid confusion.