Overview
This guide streamlines the billing process by helping you create Application Packages that ensure invoices are organized, accurate, and approved, enabling efficient and reliable invoicing for a designated period.
Process
Access Invoicing & Application Packages module:
Use the Project Navigation Menu to open the Invoicing & Application Packages section.
View Application Packages:
Click on Application Packages to view the existing packages for the project.
Create a New Package:
Click + Create > Application Package to start a new package.
By default, the package will be named "App Package #X." You can rename it as needed.
Enter the Billing Period:
Specify the billing period for the package, typically covering a single month (e.g., the first day to the last day of the month).
Define the Billing Period Open Date and Due Date—the window during which vendors should submit their invoices. While invoices can still be submitted after the Due Date, you can choose to reject them or include them in the next month’s package.
You can set default billing period details in Project Settings > Billing Settings > Default Billing Period.
Proceed to Attach Invoices:
Click Next Step to proceed.
A list of invoices not previously attached to another package will appear.
Attach Invoices to the Package:
Click Attach next to an invoice to include it in the package.
To remove an invoice, hover over the Attached icon and click Remove.
Finalize the Package:
Click Create to complete the package.
To add more invoices after the package is created, click the three dots menu (⋮) button and select Edit.
Why don't I have the Application Package module in my Workspace?
The following workspace will not have the Application Package module and instead will notice the option to attach Vendor Invoices upon creation of a 'Your' invoice.
General Contractor
Sub-contractor
Design/Architect
Your Application Package is now ready. Once all required invoices have been attached and reviewed, you can proceed with submitting the package for funding approval.