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, 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.
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.
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.
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.
Export:
Use the Export icon to Export your invoices to Excel.
Next Steps
See Also