Overview
Reverting an Application Package to draft lets you edit or delete a package that is no longer in draft status.
Process
Revert an Application Package to draft
Within the project, navigate to Invoicing and Application Packages.
Select the Application Package you want to revert.
Click the three-dot menu at the top right and select Revert to Draft.
To edit, click the three-dot menu again and select Edit.
Note: If the option to revert is not available, contact INGENIOUS.BUILD Support using the chat icon in the bottom-right corner of the platform.
Delete an Application Package
Once the Application Package is in draft:
Click the three-dot menu at the top right and select Delete.
Important: Contact your company's system administrator before deleting any Application Packages.
What Can I Edit After Reverting?
Once an Application Package is in draft, you can:
Attach invoices
Remove invoices
Edit the Name
Edit the Billing Period
Edit the Open Date
Edit the Due Date
Does Reverting Affect Attached Invoice Statuses?
No. Reverting an Application Package to draft does not change the status of any attached invoice. Invoices retain their current status.
For example, if an invoice is in Paid status when the Application Package is reverted, the invoice will still show Paid.