πΉ Who Can Add Billing Details?
βοΈ Vendor Law Firms can usually enter their own billing details via:
π My Firm > Firm Details
βοΈ Client Admins can also add or update billing details for a vendor.
π Important: If your Paysites feature is enabled, vendors cannot edit their billing details in Brightflag.
πΉ How to Enter Billing Details as a Client Admin
π€ Admins Only
1οΈβ£ Navigate to Vendor Management
π Go to: Menu > Vendors > Vendor Management
2οΈβ£ Locate the Vendor
π Search for the vendor you want to update.
3οΈβ£ Open the Vendorβs Office Details
πΉ Click "Offices" > View
4οΈβ£ Add Billing Details
πΉ Click "Add"
πΉ Enter the necessary billing details in each field.
5οΈβ£ Save the Changes
β Ensure all details are correct and save the updates.
π Note: The updated billing details will be reflected on the Vendor's Law Firm Portal.
βοΈ If the change is significant, it is recommended to inform the vendor to avoid confusion.