How to Add Billing Details to a Vendor in Brightflag How to Add Billing Details to a Vendor in Brightflag

How to Add Billing Details to a Vendor in Brightflag

πŸ”Ή Who Can Add Billing Details?

βœ”οΈ Vendor Law Firms can usually enter their own billing details via:
πŸ“ My Firm > Firm Details

βœ”οΈ Client Admins can also add or update billing details for a vendor.

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


πŸ”Ή How to Enter Billing Details as a Client Admin

πŸ‘€ Admins Only

1️⃣ Navigate to Vendor Management

πŸ“ Go to: Menu > Vendors > Vendor Management

2️⃣ Locate the Vendor

πŸ” Search for the vendor you want to update.

3️⃣ Open the Vendor’s Office Details

πŸ”Ή Click "Offices" > View

4️⃣ Add Billing Details

πŸ”Ή Click "Add"
πŸ”Ή Enter the necessary billing details in each field.

5️⃣ Save the Changes

βœ… Ensure all details are correct and save the updates.

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

βœ”οΈ If the change is significant, it is recommended to inform the vendor to avoid confusion.



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