Overview
The Invoicing & Pay Applications module helps you manage project invoices, tracking their status from Draft to Paid for complete visibility. If needed, you can bundle invoices into Pay Application Packages for streamlined client or funding source submissions.
Prerequisites
The contract and any change orders must be executed in order to create a contract against the values listed in the SoV/WBS of those financials.
Funding Source(s) must be configured before an invoice can be marked as Approved.
Only the Owner's Representative and Owner Developer workspace types will see the Application Package functions.
Invoicing and Application Package List Page
Open Invoicing & Pay Applications using the Project Navigation Menu.
You can view your Application Packages, Vendor Invoices, Shared Invoices and Your Invoices by navigating through each tab at the top of this page.
Manage Columns:
Click Manage Columns to choose which Columns you want to see displayed. Move a column to the Fixed Columns section to ensure that the column is always displayed while you scroll through the other columns.
Clicking Manage Columns opens a panel listing every available column with a toggle to show or hide it. A separate "Fixed Columns" area at the top lets you drag in the columns you want pinned in place, so they stay visible no matter how far you scroll through the rest of the table.
These selections will be saved when you leave Invoicing & Pay Applications and come back.
Group by Vendor:
Choose Grouped by Vendor to see the invoices grouped by vendor.
When this option is turned on, the invoice list reorganizes into sections, with each vendor's name as a header and their related invoices listed underneath it, instead of one flat list of all invoices.
Filter:
You can also use the icons in the upper right to filter your invoices.
Filter by Invoice Type, Vendor, Date Range, Status, and more.
Opening the filter panel presents each of these as its own field: a dropdown for Invoice Type, a dropdown or search field for Vendor, a date range picker, and a dropdown for Status. You can set as many of these as you need at once, and the list updates to show only invoices matching all of your selected criteria.
Sort:
Click each column heading that has a sort icon in order to sort that column based on the heading content. You can click it once more to sort in the opposite direction.
Column headings that support sorting display a small arrow icon next to the heading text. Clicking the heading sorts the entire list by that column in ascending order; clicking it again reverses the sort to descending order.
Export:
Use the Export icon to Export your invoices to Excel.
The Export icon sits in the upper right of the list, alongside the filter icons. Clicking it downloads the current view — including any filters, grouping, and column selections you've applied — as an Excel spreadsheet.