Overview
With the ability to revert or delete Application Packages, you can maintain complete control over your invoicing process. Whether you need to make edits to a package or remove it entirely, this feature gives you the flexibility to manage your packages according to your needs.
Process
How to Revert an Application Package
Within the project, navigate to Invoicing and Application Packages.
Select the Application Package you want to revert to draft.
Click the three dots at the top right of the Application Package and select "Revert to Draft".
4. You can now edit the Application Package by clicking the three dots at the top right and clicking "Edit".
Note: If you do not have the option to Revert an Application Package, please use the chat icon at the bottom right to contact Ingenious Support.
How to Delete an Application Package
Once the Application Package is in draft, you can click the three dots at the top right of the Application Package and select "Delete".
Important: Please contact your company's system administrator before deleting any Application Packages.
What actions can I perform once I've reverted the Application Packages to draft?
You can edit the following once an Application Package is in draft:
Attach invoices
Remove invoices
Name
Billing Period
Open Date
Due Date
Will reverting the application package affect the status of each attached invoice?
No, if you revert a pay application to draft, each invoice will still retain the status they are currently in.
For example, if your invoice is in a status of 'Paid' and you revert the Application Package, your invoice will still reflect 'Paid'.
Ready to Revert?
Once you understand these rules and potential impacts, you can revert or delete an Application Package if needed.