Downloading and customizing Payment Application PDFs

An invoice can generate a Payment Application with summary and detail sheets.

Best for: Invoice submitters, reviewers, and owner-billing teams · Outcome: Produce a consistent billing package.

From the invoice's More Actions menu, you can:

• Download the default Payment Application
• Choose a saved custom layout
• Open Customize Payment Application
• Include selected attachments
• Download related vendor Pay Applications where offered

Custom layouts let you choose columns and save named configurations. Remove outdated layouts so users do not select an obsolete format.

Approved invoices use the approved snapshot for their formal PDF. If source data changes later, do not assume a previously downloaded file updates.

Invoice numbers longer than 21 characters may not sync correctly with some ERP integrations.

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