Overview
A pay application package is a group of invoices to be submitted to your client or funding source after being approved by your company. This is an optional step. If you do not use pay application packages, you can mark invoices as Paid individually.
Process
Use the Project Navigation Menu to open Invoicing & Pay Applications.
Click on Application Packages to view the application packages on this project.
Click +Create > Application Package to create a new package.
The Name will default to "App Package #X" but can be adjusted here if needed.
Enter the Billing Period. The invoices in this pay application package are for work completed during this period. It is common for the billing period to be one month. In that case, enter the first of the month to the end of the month.
The Billing Period Open Date and Due Date are the dates during which the vendors should submit their invoices. Vendors can still submit an invoice after the Due Date, but you can Reject it or include it in the next month's Pay Application Package.
You can set a default for these fields in Project Settings > Billing Settings > Default Billing Period.
Click Next Step.
Choose which invoices you want to include in your application package. All invoices that have not previously been attached to another package will be listed here.
Click Attach next to an invoice to attach it. To remove an invoice from the package, hover over the Attached icon and click Remove.
Click Create. If you need to add additional invoices to the application package after it has been created, click the 3 dots > Edit.
Next Step