Attaching invoices within a pay application package requires a few steps to take place within your project prior to execution. The workflow specified below breaks down, at a high level, the steps required on your project to create a pay application package full of contracted and non-contracted invoices.

Invoices for both your company and your contracted vendors can be attached within an application package. This package can then be sent up to your client, on or off system for them to execute.

Note: this workflow is for all workspaces except DesignIO and SubIO. For Design and Sub workspaces, omit steps 2 and 4, the budget burndown replaces the master budget.

1. Execute all contracts that will be invoiced, including your company's main project contract. Executed contracts are listed within the Project Contracts module for a selected project:
​

2. Configure your project's pay-app settings. These settings auto-populate the billing periods for the application packages:

3. Create the project's pay application package that references a billing period by clicking View Application Package from the Pay-app settings, or from navigating to the Invoicing & Pay Application module by the drop-down menu. Click Actions > Create Application Package.
​

5. Create and attach invoices that are to be placed within an Application Package or create stand alone invoices that can be submitted outside of an application package.
​

Create Invoices

Execute Main Project Contract

Create and Execute Vendor Contracts

Configure Project Pay-App Settings

Add Funding Sources (Owner/Rep Only)