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. Once you have created an application package, track the status of it from submission to payment.

Create your application package. All invoices within the package must be marked as internally approved before the package can be submitted.

Open the pay application package you want to submit.

Verify all invoices listed within the package have been marked as Internally Approved. You will not be able to submit your application package until the invoices within it have been approved by your company.

If your client is on-system, you can Submit this application package to them. They can review it in their INGENIOUS workspace.

If your client is off-system, click the Export icon to export the package to PDF. The export will include:

When you export the package, you will see the notification banner shown below.

When the export is ready, it will be available in the Notification Center on the left-hand side.
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If you have exported your package to PDF and emailed it to your client, click Mark as Submitted to Client.

Once your client has reviewed and approved the submitted application package, click Record Client Approval. Record the details of their approval. Attach any supporting documentation if applicable.

If your client did not approve this application package and requires changes, click the 3 dots > Revert to Draft.

Once the invoices have been paid, open the application package and choose Mark as Paid. Enter the payment details. Once an invoice is marked as paid, it will be uneditable, but can be reverted to Draft by a workspace Administrator.